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 | $590,446 | $189,613+211.4% | $167,512+252.5% | $142,382+314.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 18.21% | 2024.68%-2006.5pp | 1615.79%-1597.6pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,486 | $4,349-65.8% | $3,882-61.7% | $4,299-65.4% |
| Participant deferral / active EE | $12,400 | $6,981+77.6% | $6,405+93.6% | $6,507+90.6% |
| Admin fee / account holder | $24,160 | $10,528+129.5% | $9,769+147.3% | $12,624+91.4% |