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 | $364,157 | $72,400+403.0% | $67,502+439.5% | $145,922+149.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 18.93% | 7182.46%-7163.5pp | 3512.12%-3493.2pp | 561.29%-542.4pp |
| Employer contribution / active EE | $29,036 | $3,069+846.0% | $2,731+963.2% | $4,660+523.1% |
| Participant deferral / active EE | $22,282 | $4,783+365.9% | $4,000+457.1% | $6,688+233.2% |
| Admin fee / account holder | $8,227 | $5,539+48.5% | $3,998+105.8% | $13,397-38.6% |