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 | $844,839 | $189,613+345.6% | $167,512+404.3% | $142,382+493.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.51% | 2024.68%-2007.2pp | 1615.79%-1598.3pp | 217.08%-199.6pp |
| Employer contribution / active EE | $46,500 | $4,349+969.2% | $3,882+1098.0% | $4,299+981.6% |
| Participant deferral / active EE | $27,232 | $6,981+290.1% | $6,405+325.2% | $6,507+318.5% |
| Admin fee / account holder | $11,879 | $10,528+12.8% | $9,769+21.6% | $12,624-5.9% |