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 | $290,237 | $150,187+93.3% | $120,354+141.2% | $145,922+98.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 15.49% | 154.07%-138.6pp | 107.15%-91.7pp | 561.29%-545.8pp |
| Employer contribution / active EE | $3,426 | $4,348-21.2% | $3,463-1.0% | $4,660-26.5% |
| Participant deferral / active EE | $8,532 | $6,173+38.2% | $4,991+71.0% | $6,688+27.6% |
| Admin fee / account holder | $2,557 | $12,207-79.1% | $9,423-72.9% | $13,397-80.9% |