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 | $1,783,459 | $189,613+840.6% | $167,512+964.7% | $142,382+1152.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 36.33% | 2024.68%-1988.4pp | 1615.79%-1579.5pp | 217.08%-180.7pp |
| Employer contribution / active EE | $11,220 | $4,349+158.0% | $3,882+189.1% | $4,299+161.0% |
| Participant deferral / active EE | $20,667 | $6,981+196.0% | $6,405+222.7% | $6,507+217.6% |
| Admin fee / account holder | $12,225 | $10,528+16.1% | $9,769+25.1% | $12,624-3.2% |