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 9-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 | $508,219 | $99,877+408.8% | $84,966+498.1% | $145,922+248.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 17.15% | 83.76%-66.6pp | 66.38%-49.2pp | 561.29%-544.1pp |
| Employer contribution / active EE | $22,944 | $3,231+610.1% | $2,727+741.4% | $4,660+392.4% |
| Participant deferral / active EE | $22,944 | $5,291+333.7% | $4,519+407.7% | $6,688+243.1% |
| Admin fee / account holder | $17,541 | $7,248+142.0% | $6,149+185.3% | $13,397+30.9% |