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 | $381,293 | $108,919+250.1% | $100,391+279.8% | $145,922+161.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.73% | 57.88%-46.2pp | 49.20%-37.5pp | 561.29%-549.6pp |
| Employer contribution / active EE | $16,026 | $4,419+262.6% | $3,942+306.6% | $4,660+243.9% |
| Participant deferral / active EE | $25,134 | $8,445+197.6% | $8,082+211.0% | $6,688+275.8% |
| Admin fee / account holder | $64,481 | $9,689+565.5% | $7,899+716.3% | $13,397+381.3% |