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 5-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 | $418,075 | $202,432+106.5% | $169,368+146.8% | $139,434+199.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 30.61% | 531.74%-501.1pp | 405.60%-375.0pp | 372.94%-342.3pp |
| Employer contribution / active EE | $44,271 | $4,692+843.5% | $4,013+1003.3% | $4,751+831.9% |
| Participant deferral / active EE | $86,250 | $6,938+1143.1% | $6,221+1286.4% | $6,710+1185.4% |
| Admin fee / account holder | $95,195 | $10,708+789.0% | $9,003+957.3% | $11,403+734.9% |