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 6-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 | $422,222 | $189,613+122.7% | $167,512+152.1% | $142,382+196.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 26.01% | 2024.68%-1998.7pp | 1615.79%-1589.8pp | 217.08%-191.1pp |
| Employer contribution / active EE | $30,623 | $4,349+604.1% | $3,882+688.9% | $4,299+612.3% |
| Participant deferral / active EE | $18,840 | $6,981+169.9% | $6,405+194.2% | $6,507+189.5% |
| Admin fee / account holder | $737 | $10,528-93.0% | $9,769-92.5% | $12,624-94.2% |