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 9-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 | $443,663 | $189,613+134.0% | $167,512+164.9% | $142,382+211.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 12.87% | 2024.68%-2011.8pp | 1615.79%-1602.9pp | 217.08%-204.2pp |
| Employer contribution / active EE | $3,468 | $4,349-20.3% | $3,882-10.7% | $4,299-19.3% |
| Participant deferral / active EE | $25,597 | $6,981+266.6% | $6,405+299.7% | $6,507+293.4% |
| Admin fee / account holder | $881 | $10,528-91.6% | $9,769-91.0% | $12,624-93.0% |