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 4-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 | $266,879 | $111,814+138.7% | $103,374+158.2% | $145,959+82.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.51% | 24.77%-11.3pp | 24.89%-11.4pp | 561.95%-548.4pp |
| Employer contribution / active EE | $18,865 | $4,214+347.7% | $3,869+387.6% | $4,661+304.8% |
| Participant deferral / active EE | $7,499 | $5,618+33.5% | $5,058+48.3% | $6,689+12.1% |
| Admin fee / account holder | $12,100 | $9,754+24.0% | $8,394+44.2% | $13,398-9.7% |