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 | $632,273 | $214,378+194.9% | $200,582+215.2% | $142,382+344.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.82% | 46.41%-28.6pp | 42.33%-24.5pp | 217.08%-199.3pp |
| Employer contribution / active EE | $28,029 | $6,841+309.7% | $6,419+336.7% | $4,299+552.0% |
| Participant deferral / active EE | $21,491 | $9,865+117.9% | $9,331+130.3% | $6,507+230.3% |
| Admin fee / account holder | $170,810 | $17,692+865.5% | $16,305+947.6% | $12,624+1253.1% |