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 | $258,333 | $189,613+36.2% | $167,512+54.2% | $142,382+81.4% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.1%+6.3pp | 80.1%+3.2pp |
| Annual return | 13.74% | 2024.68%-2010.9pp | 1615.79%-1602.1pp | 217.08%-203.3pp |
| Employer contribution / active EE | $7,294 | $4,349+67.7% | $3,882+87.9% | $4,299+69.7% |
| Participant deferral / active EE | $13,652 | $6,981+95.5% | $6,405+113.2% | $6,507+109.8% |
| Admin fee / account holder | $801 | $10,528-92.4% | $9,769-91.8% | $12,624-93.7% |