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 | $332,567 | $157,256+111.5% | $141,162+135.6% | $152,861+117.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.26% | 64.32%-43.1pp | 71.39%-50.1pp | 345.32%-324.1pp |
| Employer contribution / active EE | $14,082 | $5,261+167.7% | $4,735+197.4% | $4,762+195.7% |
| Participant deferral / active EE | $15,500 | $7,109+118.0% | $6,709+131.0% | $5,850+165.0% |
| Admin fee / account holder | $18,003 | $12,120+48.5% | $10,261+75.5% | $11,596+55.2% |