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 | $252,681 | $110,809+128.0% | $86,874+190.9% | $167,490+50.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 15.31% | 116.98%-101.7pp | 63.52%-48.2pp | 478.56%-463.3pp |
| Employer contribution / active EE | $6,000 | $3,244+85.0% | $2,495+140.4% | $4,837+24.0% |
| Participant deferral / active EE | $0 | $4,546-100.0% | $3,699-100.0% | $6,341-100.0% |
| Admin fee / account holder | $2,186 | $8,415-74.0% | $5,828-62.5% | $12,309-82.2% |