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 | $280,912 | $167,307+67.9% | $143,757+95.4% | $134,475+108.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 87.21% | 0.46%+86.7pp | -0.04%+87.2pp | 417.96%-330.8pp |
| Employer contribution / active EE | $17,723 | $5,619+215.4% | $4,951+258.0% | $4,740+273.9% |
| Participant deferral / active EE | $17,429 | $6,446+170.4% | $5,637+209.2% | $6,400+172.3% |
| Admin fee / account holder | $903 | $18,088-95.0% | $14,673-93.8% | $11,426-92.1% |