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 | $316,941 | $165,984+90.9% | $164,813+92.3% | $145,922+117.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.97% | 100.03%-85.1pp | 69.93%-55.0pp | 561.29%-546.3pp |
| Employer contribution / active EE | $2,956 | $5,273-43.9% | $4,341-31.9% | $4,660-36.6% |
| Participant deferral / active EE | $5,912 | $6,959-15.0% | $6,031-2.0% | $6,688-11.6% |
| Admin fee / account holder | $3,273 | $16,648-80.3% | $12,690-74.2% | $13,397-75.6% |