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 | $716,425 | $133,958+434.8% | $112,228+538.4% | $134,475+432.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.63% | 47.11%-66.7pp | 27.45%-47.1pp | 417.96%-437.6pp |
| Employer contribution / active EE | $10,027 | $4,038+148.3% | $3,635+175.9% | $4,740+111.5% |
| Participant deferral / active EE | $26,981 | $5,291+410.0% | $4,728+470.7% | $6,400+321.6% |
| Admin fee / account holder | $2,465 | $7,489-67.1% | $6,410-61.5% | $11,426-78.4% |