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 | $826,855 | $189,613+336.1% | $167,512+393.6% | $142,382+480.7% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 16.35% | 2024.68%-2008.3pp | 1615.79%-1599.4pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,025 | $4,349-53.4% | $3,882-47.8% | $4,299-52.9% |
| Participant deferral / active EE | $4,388 | $6,981-37.2% | $6,405-31.5% | $6,507-32.6% |
| Admin fee / account holder | $16,477 | $10,528+56.5% | $9,769+68.7% | $12,624+30.5% |