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 | $250,213 | $100,773+148.3% | $88,946+181.3% | $142,382+75.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 24.15% | 70.18%-46.0pp | 57.82%-33.7pp | 217.08%-192.9pp |
| Employer contribution / active EE | $6,668 | $2,918+128.5% | $2,555+161.0% | $4,299+55.1% |
| Participant deferral / active EE | $18,986 | $5,230+263.0% | $4,581+314.4% | $6,507+191.8% |
| Admin fee / account holder | $1,309 | $9,693-86.5% | $8,261-84.2% | $12,624-89.6% |