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 | $366,861 | $114,381+220.7% | $107,525+241.2% | $142,382+157.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.96% | 242.71%-228.7pp | 181.32%-167.4pp | 217.08%-203.1pp |
| Employer contribution / active EE | $17,707 | $4,015+341.1% | $3,754+371.7% | $4,299+311.9% |
| Participant deferral / active EE | $12,851 | $5,564+131.0% | $5,116+151.2% | $6,507+97.5% |
| Admin fee / account holder | $1,551 | $9,860-84.3% | $8,919-82.6% | $12,624-87.7% |