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 5-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 | $454,154 | $189,613+139.5% | $167,512+171.1% | $142,382+219.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 19.11% | 2024.68%-2005.6pp | 1615.79%-1596.7pp | 217.08%-198.0pp |
| Employer contribution / active EE | $3,566 | $4,349-18.0% | $3,882-8.1% | $4,299-17.1% |
| Participant deferral / active EE | $12,876 | $6,981+84.4% | $6,405+101.1% | $6,507+97.9% |
| Admin fee / account holder | $3,860 | $10,528-63.3% | $9,769-60.5% | $12,624-69.4% |