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 | $335,511 | $185,822+80.6% | $169,993+97.4% | $139,434+140.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.98% | 60.50%-36.5pp | 53.37%-29.4pp | 372.94%-349.0pp |
| Employer contribution / active EE | $26,008 | $7,590+242.7% | $6,785+283.3% | $4,751+447.4% |
| Participant deferral / active EE | $13,719 | $11,622+18.0% | $10,408+31.8% | $6,710+104.5% |
| Admin fee / account holder | $411,798 | $15,381+2577.4% | $12,815+3113.4% | $11,403+3511.5% |