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 | $334,289 | $88,710+276.8% | $81,783+308.7% | $145,959+129.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.13% | 1027.26%-1015.1pp | 775.05%-762.9pp | 561.95%-549.8pp |
| Employer contribution / active EE | $30,116 | $3,083+876.8% | $2,913+934.0% | $4,661+546.2% |
| Participant deferral / active EE | $18,432 | $4,645+296.8% | $4,320+326.6% | $6,689+175.6% |
| Admin fee / account holder | $1,026 | $8,407-87.8% | $7,380-86.1% | $13,398-92.3% |