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 | $297,137 | $116,175+155.8% | $93,606+217.4% | $152,861+94.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 11.85% | 35.96%-24.1pp | 32.76%-20.9pp | 345.32%-333.5pp |
| Employer contribution / active EE | $25,313 | $3,218+686.6% | $2,718+831.3% | $4,762+431.5% |
| Participant deferral / active EE | $17,523 | $4,603+280.7% | $4,069+330.7% | $5,850+199.5% |
| Admin fee / account holder | $571 | $10,748-94.7% | $7,888-92.8% | $11,596-95.1% |