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 5-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 | $284,870 | $149,040+91.1% | $120,225+136.9% | $137,256+107.5% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 13.45% | 605.68%-592.2pp | 439.23%-425.8pp | 220.34%-206.9pp |
| Employer contribution / active EE | $18,733 | $4,350+330.6% | $3,475+439.0% | $4,156+350.8% |
| Participant deferral / active EE | $7,791 | $4,655+67.4% | $3,999+94.8% | $6,407+21.6% |
| Admin fee / account holder | $1,707 | $6,348-73.1% | $5,696-70.0% | $12,270-86.1% |