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 7-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 | $496,689 | $115,770+329.0% | $101,248+390.6% | $158,922+212.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.67% | 56.14%-47.5pp | 46.47%-37.8pp | 302.83%-294.2pp |
| Employer contribution / active EE | $19,894 | $4,175+376.6% | $3,660+443.6% | $4,761+317.8% |
| Participant deferral / active EE | $16,493 | $4,957+232.7% | $4,370+277.4% | $5,982+175.7% |
| Admin fee / account holder | $4,390 | $7,245-39.4% | $5,945-26.2% | $11,246-61.0% |