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 | $298,647 | $107,934+176.7% | $91,989+224.7% | $152,861+95.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 19.40% | 89.24%-69.8pp | 69.02%-49.6pp | 345.32%-325.9pp |
| Employer contribution / active EE | $16,804 | $4,210+299.2% | $3,452+386.8% | $4,762+252.8% |
| Participant deferral / active EE | $11,128 | $6,364+74.9% | $5,923+87.9% | $5,850+90.2% |
| Admin fee / account holder | $1,780 | $10,520-83.1% | $7,743-77.0% | $11,596-84.6% |