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 | $410,423 | $189,613+116.5% | $167,512+145.0% | $142,382+188.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.33% | 2024.68%-2008.4pp | 1615.79%-1599.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $17,303 | $4,349+297.9% | $3,882+345.8% | $4,299+302.5% |
| Participant deferral / active EE | $20,519 | $6,981+193.9% | $6,405+220.4% | $6,507+215.3% |
| Admin fee / account holder | $11,773 | $10,528+11.8% | $9,769+20.5% | $12,624-6.7% |