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 | $454,425 | $189,613+139.7% | $167,512+171.3% | $142,382+219.2% |
| Participation rate | 70.0% | 80.1%-10.1pp | 77.1%-7.1pp | 80.1%-10.1pp |
| Annual return | 16.13% | 2024.68%-2008.5pp | 1615.79%-1599.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $9,036 | $4,349+107.8% | $3,882+132.8% | $4,299+110.2% |
| Participant deferral / active EE | $17,077 | $6,981+144.6% | $6,405+166.6% | $6,507+162.4% |
| Admin fee / account holder | $612 | $10,528-94.2% | $9,769-93.7% | $12,624-95.2% |