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 | $281,574 | $189,613+48.5% | $167,512+68.1% | $142,382+97.8% |
| Participation rate | 88.9% | 80.1%+8.8pp | 77.1%+11.8pp | 80.1%+8.8pp |
| Annual return | 12.65% | 2024.68%-2012.0pp | 1615.79%-1603.1pp | 217.08%-204.4pp |
| Employer contribution / active EE | $1,741 | $4,349-60.0% | $3,882-55.1% | $4,299-59.5% |
| Participant deferral / active EE | $2,044 | $6,981-70.7% | $6,405-68.1% | $6,507-68.6% |
| Admin fee / account holder | $3,083 | $10,528-70.7% | $9,769-68.4% | $12,624-75.6% |