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 | $336,684 | $189,613+77.6% | $167,512+101.0% | $142,382+136.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 13.13% | 2024.68%-2011.6pp | 1615.79%-1602.7pp | 217.08%-203.9pp |
| Employer contribution / active EE | $4,000 | $4,349-8.0% | $3,882+3.1% | $4,299-7.0% |
| Participant deferral / active EE | $7,438 | $6,981+6.5% | $6,405+16.1% | $6,507+14.3% |
| Admin fee / account holder | $705 | $10,528-93.3% | $9,769-92.8% | $12,624-94.4% |