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 | $536,723 | $189,613+183.1% | $167,512+220.4% | $142,382+277.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.99% | 2024.68%-2006.7pp | 1615.79%-1597.8pp | 217.08%-199.1pp |
| Employer contribution / active EE | $17,867 | $4,349+310.8% | $3,882+360.3% | $4,299+315.6% |
| Participant deferral / active EE | $18,474 | $6,981+164.6% | $6,405+188.5% | $6,507+183.9% |
| Admin fee / account holder | $5,054 | $10,528-52.0% | $9,769-48.3% | $12,624-60.0% |