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 | $250,875 | $133,922+87.3% | $116,228+115.8% | $142,382+76.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 21.90% | 147.76%-125.9pp | 90.06%-68.2pp | 217.08%-195.2pp |
| Employer contribution / active EE | $32,646 | $3,446+847.5% | $2,994+990.2% | $4,299+659.4% |
| Participant deferral / active EE | $26,705 | $5,672+370.8% | $4,953+439.2% | $6,507+310.4% |
| Admin fee / account holder | $944 | $14,945-93.7% | $11,989-92.1% | $12,624-92.5% |