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 | $420,496 | $166,020+153.3% | $164,866+155.1% | $145,959+188.1% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.6%+11.4pp | 80.3%+9.7pp |
| Annual return | 13.32% | 100.08%-86.8pp | 69.97%-56.6pp | 561.95%-548.6pp |
| Employer contribution / active EE | $11,799 | $5,275+123.7% | $4,343+171.7% | $4,661+153.1% |
| Participant deferral / active EE | $3,177 | $6,961-54.4% | $6,033-47.3% | $6,689-52.5% |
| Admin fee / account holder | $23,743 | $16,644+42.6% | $12,689+87.1% | $13,398+77.2% |