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 8-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 | $550,786 | $238,490+130.9% | $180,183+205.7% | $142,382+286.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 15.99% | 33.56%-17.6pp | 27.86%-11.9pp | 217.08%-201.1pp |
| Employer contribution / active EE | $24,500 | $6,143+298.9% | $5,039+386.2% | $4,299+469.9% |
| Participant deferral / active EE | $31,000 | $7,996+287.7% | $6,822+354.4% | $6,507+376.4% |
| Admin fee / account holder | $2,181 | $28,866-92.4% | $19,975-89.1% | $12,624-82.7% |