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 | $328,288 | $189,613+73.1% | $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 | 17.94% | 2024.68%-2006.7pp | 1615.79%-1597.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $3,334 | $4,349-23.3% | $3,882-14.1% | $4,299-22.4% |
| Participant deferral / active EE | $24,423 | $6,981+249.8% | $6,405+281.3% | $6,507+275.3% |
| Admin fee / account holder | $2,743 | $10,528-73.9% | $9,769-71.9% | $12,624-78.3% |