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 | $704,230 | $165,984+324.3% | $164,813+327.3% | $145,922+382.6% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 80.55% | 100.03%-19.5pp | 69.93%+10.6pp | 561.29%-480.7pp |
| Employer contribution / active EE | $4,926 | $5,273-6.6% | $4,341+13.5% | $4,660+5.7% |
| Participant deferral / active EE | $6,200 | $6,959-10.9% | $6,031+2.8% | $6,688-7.3% |
| Admin fee / account holder | $4,339 | $16,648-73.9% | $12,690-65.8% | $13,397-67.6% |