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 4-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 | $289,943 | $127,065+128.2% | $113,168+156.2% | $142,382+103.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 49.23% | 24.03%+25.2pp | 24.27%+25.0pp | 217.08%-167.8pp |
| Employer contribution / active EE | $31,862 | $3,442+825.7% | $2,975+970.9% | $4,299+641.1% |
| Participant deferral / active EE | $17,562 | $5,716+207.2% | $5,107+243.9% | $6,507+169.9% |
| Admin fee / account holder | $11,267 | $15,736-28.4% | $12,068-6.6% | $12,624-10.7% |