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 4-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 | $803,686 | $185,822+332.5% | $169,993+372.8% | $139,434+476.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 24.78% | 60.50%-35.7pp | 53.37%-28.6pp | 372.94%-348.2pp |
| Employer contribution / active EE | $6,688 | $7,590-11.9% | $6,785-1.4% | $4,751+40.8% |
| Participant deferral / active EE | $8,397 | $11,622-27.7% | $10,408-19.3% | $6,710+25.1% |
| Admin fee / account holder | $37,261 | $15,381+142.3% | $12,815+190.8% | $11,403+226.8% |