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 4-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 | $529,352 | $175,202+202.1% | $149,673+253.7% | $139,434+279.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.68% | 166.71%-156.0pp | 134.42%-123.7pp | 372.94%-362.3pp |
| Employer contribution / active EE | $19,173 | $5,474+250.2% | $4,818+298.0% | $4,751+303.6% |
| Participant deferral / active EE | $12,000 | $6,519+84.1% | $5,680+111.3% | $6,710+78.8% |
| Admin fee / account holder | $3,370 | $16,150-79.1% | $13,210-74.5% | $11,403-70.4% |