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 3-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 | $256,346 | $169,032+51.7% | $129,207+98.4% | $145,922+75.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.70% | 14330.11%-14316.4pp | 9417.33%-9403.6pp | 561.29%-547.6pp |
| Employer contribution / active EE | $5,140 | $5,537-7.2% | $4,153+23.8% | $4,660+10.3% |
| Participant deferral / active EE | $13,493 | $4,987+170.5% | $4,168+223.7% | $6,688+101.8% |
| Admin fee / account holder | $1,076 | $9,954-89.2% | $7,715-86.1% | $13,397-92.0% |