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 | $468,669 | $189,613+147.2% | $167,512+179.8% | $142,382+229.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 20.64% | 2024.68%-2004.0pp | 1615.79%-1595.2pp | 217.08%-196.4pp |
| Employer contribution / active EE | $8,420 | $4,349+93.6% | $3,882+116.9% | $4,299+95.8% |
| Participant deferral / active EE | $10,400 | $6,981+49.0% | $6,405+62.4% | $6,507+59.8% |
| Admin fee / account holder | $67,897 | $10,528+544.9% | $9,769+595.0% | $12,624+437.9% |