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 | $567,814 | $189,613+199.5% | $167,512+239.0% | $142,382+298.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 11.01% | 2024.68%-2013.7pp | 1615.79%-1604.8pp | 217.08%-206.1pp |
| Employer contribution / active EE | $15,406 | $4,349+254.2% | $3,882+296.9% | $4,299+258.4% |
| Participant deferral / active EE | $9,461 | $6,981+35.5% | $6,405+47.7% | $6,507+45.4% |
| Admin fee / account holder | $67,037 | $10,528+536.7% | $9,769+586.2% | $12,624+431.0% |