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 | $365,690 | $189,613+92.9% | $167,512+118.3% | $142,382+156.8% |
| Participation rate | 87.5% | 80.1%+7.4pp | 77.1%+10.4pp | 80.1%+7.4pp |
| Annual return | 16.25% | 2024.68%-2008.4pp | 1615.79%-1599.5pp | 217.08%-200.8pp |
| Employer contribution / active EE | $8,680 | $4,349+99.6% | $3,882+123.6% | $4,299+101.9% |
| Participant deferral / active EE | $22,046 | $6,981+215.8% | $6,405+244.2% | $6,507+238.8% |
| Admin fee / account holder | $1,452 | $10,528-86.2% | $9,769-85.1% | $12,624-88.5% |