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 | $393,790 | $189,613+107.7% | $167,512+135.1% | $142,382+176.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.03% | 2024.68%-2007.6pp | 1615.79%-1598.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $5,139 | $4,349+18.2% | $3,882+32.4% | $4,299+19.5% |
| Participant deferral / active EE | $19,909 | $6,981+185.2% | $6,405+210.9% | $6,507+206.0% |
| Admin fee / account holder | $2,547 | $10,528-75.8% | $9,769-73.9% | $12,624-79.8% |