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 9-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 | $254,206 | $176,377+44.1% | $134,143+89.5% | $158,922+60.0% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 19.69% | 63.63%-43.9pp | 36.33%-16.6pp | 302.83%-283.1pp |
| Employer contribution / active EE | $24,490 | $5,040+385.9% | $3,704+561.2% | $4,761+414.4% |
| Participant deferral / active EE | $18,773 | $4,091+358.8% | $3,499+436.6% | $5,982+213.8% |
| Admin fee / account holder | $657 | $8,718-92.5% | $6,684-90.2% | $11,246-94.2% |