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 | $768,726 | $189,613+305.4% | $167,512+358.9% | $142,382+439.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 267.74% | 2024.68%-1756.9pp | 1615.79%-1348.1pp | 217.08%+50.7pp |
| Employer contribution / active EE | $7,366 | $4,349+69.4% | $3,882+89.8% | $4,299+71.3% |
| Participant deferral / active EE | $4,700 | $6,981-32.7% | $6,405-26.6% | $6,507-27.8% |
| Admin fee / account holder | $2,105 | $10,528-80.0% | $9,769-78.5% | $12,624-83.3% |