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 | $404,183 | $175,202+130.7% | $149,673+170.0% | $139,434+189.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 35.34% | 166.71%-131.4pp | 134.42%-99.1pp | 372.94%-337.6pp |
| Employer contribution / active EE | $10,696 | $5,474+95.4% | $4,818+122.0% | $4,751+125.1% |
| Participant deferral / active EE | $4,600 | $6,519-29.4% | $5,680-19.0% | $6,710-31.4% |
| Admin fee / account holder | $18,270 | $16,150+13.1% | $13,210+38.3% | $11,403+60.2% |