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 | $396,160 | $232,540+70.4% | $185,117+114.0% | $147,584+168.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 14.74% | 43.03%-28.3pp | 40.50%-25.8pp | 578.55%-563.8pp |
| Employer contribution / active EE | $38,230 | $5,195+635.9% | $4,182+814.2% | $4,876+684.0% |
| Participant deferral / active EE | $24,100 | $5,834+313.1% | $5,045+377.7% | $5,439+343.1% |
| Admin fee / account holder | $7,516 | $10,275-26.8% | $8,159-7.9% | $10,885-30.9% |