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 | $1,221,977 | $189,613+544.5% | $167,512+629.5% | $142,382+758.2% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 13.14% | 2024.68%-2011.5pp | 1615.79%-1602.7pp | 217.08%-203.9pp |
| Employer contribution / active EE | $16,763 | $4,349+285.4% | $3,882+331.9% | $4,299+289.9% |
| Participant deferral / active EE | $16,438 | $6,981+135.5% | $6,405+156.7% | $6,507+152.6% |
| Admin fee / account holder | $3,402 | $10,528-67.7% | $9,769-65.2% | $12,624-73.1% |