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 | $580,713 | $189,613+206.3% | $167,512+246.7% | $142,382+307.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 15.74% | 2024.68%-2008.9pp | 1615.79%-1600.1pp | 217.08%-201.3pp |
| Employer contribution / active EE | $23,212 | $4,349+433.7% | $3,882+498.0% | $4,299+439.9% |
| Participant deferral / active EE | $23,730 | $6,981+239.9% | $6,405+270.5% | $6,507+264.7% |
| Admin fee / account holder | $2,343 | $10,528-77.7% | $9,769-76.0% | $12,624-81.4% |