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 | $281,010 | $189,613+48.2% | $167,512+67.8% | $142,382+97.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 23.47% | 2024.68%-2001.2pp | 1615.79%-1592.3pp | 217.08%-193.6pp |
| Employer contribution / active EE | $11,191 | $4,349+157.3% | $3,882+188.3% | $4,299+160.3% |
| Participant deferral / active EE | $11,500 | $6,981+64.7% | $6,405+79.6% | $6,507+76.7% |
| Admin fee / account holder | $350 | $10,528-96.7% | $9,769-96.4% | $12,624-97.2% |