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 | $290,387 | $166,020+74.9% | $164,866+76.1% | $145,959+99.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.61% | 100.08%-87.5pp | 69.97%-57.4pp | 561.95%-549.3pp |
| Employer contribution / active EE | $18,039 | $5,275+242.0% | $4,343+315.4% | $4,661+287.0% |
| Participant deferral / active EE | $4,650 | $6,961-33.2% | $6,033-22.9% | $6,689-30.5% |
| Admin fee / account holder | $50,836 | $16,644+205.4% | $12,689+300.6% | $13,398+279.4% |