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 | $367,015 | $107,334+241.9% | $92,893+295.1% | $152,861+140.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 20.57% | 145.58%-125.0pp | 109.41%-88.8pp | 345.32%-324.8pp |
| Employer contribution / active EE | $29,302 | $4,221+594.2% | $3,653+702.2% | $4,762+515.3% |
| Participant deferral / active EE | $25,000 | $4,845+416.0% | $4,236+490.2% | $5,850+327.3% |
| Admin fee / account holder | $1,497 | $7,079-78.9% | $5,794-74.2% | $11,596-87.1% |