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 | $279,126 | $110,809+151.9% | $86,874+221.3% | $167,490+66.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 9.59% | 116.98%-107.4pp | 63.52%-53.9pp | 478.56%-469.0pp |
| Employer contribution / active EE | $3,730 | $3,244+15.0% | $2,495+49.5% | $4,837-22.9% |
| Participant deferral / active EE | $6,743 | $4,546+48.3% | $3,699+82.3% | $6,341+6.3% |
| Admin fee / account holder | $1,380 | $8,415-83.6% | $5,828-76.3% | $12,309-88.8% |