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 | $288,978 | $165,984+74.1% | $164,813+75.3% | $145,922+98.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.05% | 100.03%-84.0pp | 69.93%-53.9pp | 561.29%-545.2pp |
| Employer contribution / active EE | $8,531 | $5,273+61.8% | $4,341+96.5% | $4,660+83.1% |
| Participant deferral / active EE | $9,984 | $6,959+43.5% | $6,031+65.5% | $6,688+49.3% |
| Admin fee / account holder | $5,710 | $16,648-65.7% | $12,690-55.0% | $13,397-57.4% |