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 8-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 | $328,857 | $159,602+106.0% | $150,045+119.2% | $142,382+131.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.09% | 70.24%-52.1pp | 62.55%-44.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $25,342 | $4,961+410.9% | $4,693+440.0% | $4,299+489.5% |
| Participant deferral / active EE | $23,000 | $8,310+176.8% | $7,997+187.6% | $6,507+253.5% |
| Admin fee / account holder | $1,998 | $14,846-86.5% | $13,435-85.1% | $12,624-84.2% |