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 7-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 | $303,732 | $123,909+145.1% | $69,647+336.1% | $145,922+108.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.5%+33.5pp | 80.3%+19.7pp |
| Annual return | 14.19% | 190.55%-176.4pp | 100.48%-86.3pp | 561.29%-547.1pp |
| Employer contribution / active EE | $11,443 | $2,682+326.7% | $1,712+568.2% | $4,660+145.6% |
| Participant deferral / active EE | $25,621 | $4,236+504.9% | $2,886+787.8% | $6,688+283.1% |
| Admin fee / account holder | $40,287 | $7,863+412.4% | $4,713+754.9% | $13,397+200.7% |