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 | $338,796 | $183,519+84.6% | $155,509+117.9% | $145,922+132.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.02% | 61.17%-45.1pp | 64.67%-48.6pp | 561.29%-545.3pp |
| Employer contribution / active EE | $17,500 | $5,313+229.4% | $4,672+274.5% | $4,660+275.6% |
| Participant deferral / active EE | $26,357 | $6,462+307.8% | $5,626+368.5% | $6,688+294.1% |
| Admin fee / account holder | $2,954 | $19,313-84.7% | $15,912-81.4% | $13,397-78.0% |