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 | $603,002 | $189,613+218.0% | $167,512+260.0% | $142,382+323.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 13.83% | 2024.68%-2010.8pp | 1615.79%-1602.0pp | 217.08%-203.2pp |
| Employer contribution / active EE | $4,572 | $4,349+5.1% | $3,882+17.8% | $4,299+6.4% |
| Participant deferral / active EE | $16,910 | $6,981+142.2% | $6,405+164.0% | $6,507+159.9% |
| Admin fee / account holder | $57,068 | $10,528+442.0% | $9,769+484.2% | $12,624+352.1% |