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 | $355,425 | $165,984+114.1% | $164,813+115.7% | $145,922+143.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 29.77% | 100.03%-70.3pp | 69.93%-40.2pp | 561.29%-531.5pp |
| Employer contribution / active EE | $10,659 | $5,273+102.1% | $4,341+145.5% | $4,660+128.7% |
| Participant deferral / active EE | $3,550 | $6,959-49.0% | $6,031-41.1% | $6,688-46.9% |
| Admin fee / account holder | $2,447 | $16,648-85.3% | $12,690-80.7% | $13,397-81.7% |