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 | $492,249 | $165,984+196.6% | $164,813+198.7% | $145,922+237.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.43% | 100.03%-83.6pp | 69.93%-53.5pp | 561.29%-544.9pp |
| Employer contribution / active EE | $18,617 | $5,273+253.1% | $4,341+328.9% | $4,660+299.5% |
| Participant deferral / active EE | $13,191 | $6,959+89.6% | $6,031+118.7% | $6,688+97.2% |
| Admin fee / account holder | $12,315 | $16,648-26.0% | $12,690-3.0% | $13,397-8.1% |