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 | $295,829 | $162,781+81.7% | $133,956+120.8% | $158,922+86.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 8.15% | 41.94%-33.8pp | 45.09%-36.9pp | 302.83%-294.7pp |
| Employer contribution / active EE | $21,280 | $4,975+327.7% | $3,919+443.1% | $4,761+347.0% |
| Participant deferral / active EE | $12,214 | $5,911+106.6% | $5,048+142.0% | $5,982+104.2% |
| Admin fee / account holder | $510 | $11,736-95.7% | $8,927-94.3% | $11,246-95.5% |