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 | $363,721 | $148,534+144.9% | $135,903+167.6% | $139,434+160.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.85% | 79.19%-66.3pp | 68.23%-55.4pp | 372.94%-360.1pp |
| Employer contribution / active EE | $28,833 | $5,243+449.9% | $4,856+493.7% | $4,751+506.9% |
| Participant deferral / active EE | $23,333 | $8,100+188.1% | $7,758+200.8% | $6,710+247.7% |
| Admin fee / account holder | $2,230 | $12,400-82.0% | $10,762-79.3% | $11,403-80.4% |