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 7-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 | $505,242 | $165,984+204.4% | $164,813+206.6% | $145,922+246.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.16% | 100.03%-87.9pp | 69.93%-57.8pp | 561.29%-549.1pp |
| Employer contribution / active EE | $3,592 | $5,273-31.9% | $4,341-17.3% | $4,660-22.9% |
| Participant deferral / active EE | $19,699 | $6,959+183.1% | $6,031+226.6% | $6,688+194.6% |
| Admin fee / account holder | $3,027 | $16,648-81.8% | $12,690-76.1% | $13,397-77.4% |