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 | $1,220,348 | $189,613+543.6% | $167,512+628.5% | $142,382+757.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 11.58% | 2024.68%-2013.1pp | 1615.79%-1604.2pp | 217.08%-205.5pp |
| Employer contribution / active EE | $12,928 | $4,349+197.3% | $3,882+233.1% | $4,299+200.7% |
| Participant deferral / active EE | $21,835 | $6,981+212.8% | $6,405+240.9% | $6,507+235.6% |
| Admin fee / account holder | $9,523 | $10,528-9.6% | $9,769-2.5% | $12,624-24.6% |