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 | $271,711 | $165,984+63.7% | $164,813+64.9% | $145,922+86.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.52% | 100.03%-86.5pp | 69.93%-56.4pp | 561.29%-547.8pp |
| Employer contribution / active EE | $4,520 | $5,273-14.3% | $4,341+4.1% | $4,660-3.0% |
| Participant deferral / active EE | $9,604 | $6,959+38.0% | $6,031+59.2% | $6,688+43.6% |
| Admin fee / account holder | $33,655 | $16,648+102.2% | $12,690+165.2% | $13,397+151.2% |