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 3-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 | $435,550 | $172,111+153.1% | $150,298+189.8% | $137,256+217.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.62% | 69.37%-52.8pp | 62.79%-46.2pp | 220.34%-203.7pp |
| Employer contribution / active EE | $21,673 | $4,636+367.5% | $4,154+421.7% | $4,156+421.5% |
| Participant deferral / active EE | $9,567 | $6,166+55.2% | $5,453+75.4% | $6,407+49.3% |
| Admin fee / account holder | $1,957 | $16,471-88.1% | $14,116-86.1% | $12,270-84.1% |