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 10-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 | $255,262 | $96,635+164.1% | $86,612+194.7% | $139,434+83.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 20.30% | 106.41%-86.1pp | 591.07%-570.8pp | 372.94%-352.6pp |
| Employer contribution / active EE | $3,331 | $3,263+2.1% | $3,022+10.2% | $4,751-29.9% |
| Participant deferral / active EE | $16,658 | $4,836+244.5% | $4,438+275.4% | $6,710+148.2% |
| Admin fee / account holder | $997 | $6,408-84.4% | $5,614-82.2% | $11,403-91.3% |