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 | $422,594 | $115,770+265.0% | $101,248+317.4% | $158,922+165.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 22.02% | 56.14%-34.1pp | 46.47%-24.4pp | 302.83%-280.8pp |
| Employer contribution / active EE | $12,448 | $4,175+198.2% | $3,660+240.1% | $4,761+161.4% |
| Participant deferral / active EE | $7,391 | $4,957+49.1% | $4,370+69.1% | $5,982+23.6% |
| Admin fee / account holder | $1,973 | $7,245-72.8% | $5,945-66.8% | $11,246-82.5% |