See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $288,205 | $189,613+52.0% | $167,512+72.1% | $142,382+102.4% |
| Participation rate | 87.5% | 80.1%+7.4pp | 77.1%+10.4pp | 80.1%+7.4pp |
| Annual return | 15.54% | 2024.68%-2009.1pp | 1615.79%-1600.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $3,089 | $4,349-29.0% | $3,882-20.4% | $4,299-28.1% |
| Participant deferral / active EE | $9,095 | $6,981+30.3% | $6,405+42.0% | $6,507+39.8% |
| Admin fee / account holder | $1,516 | $10,528-85.6% | $9,769-84.5% | $12,624-88.0% |