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 | $572,498 | $179,726+218.5% | $156,263+266.4% | $142,382+302.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.38% | 77.86%-61.5pp | 59.47%-43.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $46,952 | $5,069+826.2% | $4,333+983.6% | $4,299+992.1% |
| Participant deferral / active EE | $31,348 | $6,956+350.7% | $6,158+409.0% | $6,507+381.7% |
| Admin fee / account holder | $23,271 | $17,272+34.7% | $14,255+63.2% | $12,624+84.3% |