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 | $312,329 | $157,256+98.6% | $141,162+121.3% | $152,861+104.3% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 18.18% | 64.32%-46.1pp | 71.39%-53.2pp | 345.32%-327.1pp |
| Employer contribution / active EE | $14,901 | $5,261+183.2% | $4,735+214.7% | $4,762+212.9% |
| Participant deferral / active EE | $8,271 | $7,109+16.3% | $6,709+23.3% | $5,850+41.4% |
| Admin fee / account holder | $535 | $12,120-95.6% | $10,261-94.8% | $11,596-95.4% |