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 10-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 | $471,383 | $185,822+153.7% | $169,993+177.3% | $139,434+238.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.82% | 60.50%-41.7pp | 53.37%-34.6pp | 372.94%-354.1pp |
| Employer contribution / active EE | $46,500 | $7,590+512.6% | $6,785+585.3% | $4,751+878.8% |
| Participant deferral / active EE | $27,000 | $11,622+132.3% | $10,408+159.4% | $6,710+302.4% |
| Admin fee / account holder | $2,024 | $15,381-86.8% | $12,815-84.2% | $11,403-82.3% |