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 4-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 | $346,458 | $189,613+82.7% | $167,512+106.8% | $142,382+143.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 35.68% | 2024.68%-1989.0pp | 1615.79%-1580.1pp | 217.08%-181.4pp |
| Employer contribution / active EE | $46,500 | $4,349+969.2% | $3,882+1098.0% | $4,299+981.6% |
| Participant deferral / active EE | $28,500 | $6,981+308.2% | $6,405+345.0% | $6,507+338.0% |
| Admin fee / account holder | $10,030 | $10,528-4.7% | $9,769+2.7% | $12,624-20.5% |