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 8-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 | $328,358 | $189,613+73.2% | $167,512+96.0% | $142,382+130.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.93% | 2024.68%-2006.8pp | 1615.79%-1597.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,382 | $4,349-45.2% | $3,882-38.6% | $4,299-44.6% |
| Participant deferral / active EE | $28,562 | $6,981+309.1% | $6,405+346.0% | $6,507+338.9% |
| Admin fee / account holder | $1,839 | $10,528-82.5% | $9,769-81.2% | $12,624-85.4% |