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 | $420,335 | $214,378+96.1% | $200,582+109.6% | $142,382+195.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 34.38% | 46.41%-12.0pp | 42.33%-8.0pp | 217.08%-182.7pp |
| Employer contribution / active EE | $36,843 | $6,841+438.5% | $6,419+474.0% | $4,299+757.0% |
| Participant deferral / active EE | $33,520 | $9,865+239.8% | $9,331+259.2% | $6,507+415.1% |
| Admin fee / account holder | $24,842 | $17,692+40.4% | $16,305+52.4% | $12,624+96.8% |