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 | $428,746 | $165,984+158.3% | $164,813+160.1% | $145,922+193.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.65% | 100.03%-88.4pp | 69.93%-58.3pp | 561.29%-549.6pp |
| Employer contribution / active EE | $4,473 | $5,273-15.2% | $4,341+3.0% | $4,660-4.0% |
| Participant deferral / active EE | $5,682 | $6,959-18.4% | $6,031-5.8% | $6,688-15.0% |
| Admin fee / account holder | $5,202 | $16,648-68.8% | $12,690-59.0% | $13,397-61.2% |