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 | $615,924 | $159,934+285.1% | $147,005+319.0% | $145,959+322.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.60% | 98.24%-87.6pp | 418.76%-408.2pp | 561.95%-551.4pp |
| Employer contribution / active EE | $10,643 | $5,287+101.3% | $4,934+115.7% | $4,661+128.4% |
| Participant deferral / active EE | $30,500 | $8,427+261.9% | $8,070+278.0% | $6,689+356.0% |
| Admin fee / account holder | $8,762 | $15,053-41.8% | $13,006-32.6% | $13,398-34.6% |