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 6-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 | $481,006 | $117,841+308.2% | $102,423+369.6% | $145,922+229.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.74% | 31.65%-16.9pp | 29.32%-14.6pp | 561.29%-546.5pp |
| Employer contribution / active EE | $36,000 | $3,615+895.9% | $3,023+1090.7% | $4,660+672.6% |
| Participant deferral / active EE | $30,333 | $5,731+429.3% | $5,053+500.3% | $6,688+353.6% |
| Admin fee / account holder | $3,605 | $13,326-72.9% | $9,451-61.9% | $13,397-73.1% |