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 | $890,824 | $201,272+342.6% | $184,203+383.6% | $145,922+510.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.05% | 29.00%-6.0pp | 28.81%-5.8pp | 561.29%-538.2pp |
| Employer contribution / active EE | $29,250 | $7,022+316.6% | $6,427+355.1% | $4,660+527.7% |
| Participant deferral / active EE | $16,150 | $9,806+64.7% | $9,131+76.9% | $6,688+141.5% |
| Admin fee / account holder | $42,516 | $16,364+159.8% | $13,901+205.9% | $13,397+217.4% |