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 7-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 | $299,602 | $148,534+101.7% | $135,903+120.5% | $139,434+114.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.57% | 79.19%-64.6pp | 68.23%-53.7pp | 372.94%-358.4pp |
| Employer contribution / active EE | $40,500 | $5,243+672.5% | $4,856+734.0% | $4,751+752.5% |
| Participant deferral / active EE | $57,000 | $8,100+603.7% | $7,758+634.7% | $6,710+749.5% |
| Admin fee / account holder | $15,494 | $12,400+25.0% | $10,762+44.0% | $11,403+35.9% |