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 | $262,688 | $107,334+144.7% | $92,893+182.8% | $152,861+71.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 25.93% | 145.58%-119.6pp | 109.41%-83.5pp | 345.32%-319.4pp |
| Employer contribution / active EE | $4,133 | $4,221-2.1% | $3,653+13.1% | $4,762-13.2% |
| Participant deferral / active EE | $12,145 | $4,845+150.7% | $4,236+186.7% | $5,850+107.6% |
| Admin fee / account holder | $11,699 | $7,079+65.2% | $5,794+101.9% | $11,596+0.9% |