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 | $275,643 | $154,117+78.9% | $129,995+112.0% | $139,434+97.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.27% | 32.48%-15.2pp | -137.18%+154.4pp | 372.94%-355.7pp |
| Employer contribution / active EE | $7,293 | $5,289+37.9% | $4,320+68.8% | $4,751+53.5% |
| Participant deferral / active EE | $15,269 | $6,710+127.6% | $5,820+162.4% | $6,710+127.6% |
| Admin fee / account holder | $590 | $14,007-95.8% | $10,614-94.4% | $11,403-94.8% |