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 | $271,944 | $157,256+72.9% | $141,162+92.6% | $152,861+77.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.90% | 64.32%-48.4pp | 71.39%-55.5pp | 345.32%-329.4pp |
| Employer contribution / active EE | $20,189 | $5,261+283.8% | $4,735+326.4% | $4,762+323.9% |
| Participant deferral / active EE | $18,114 | $7,109+154.8% | $6,709+170.0% | $5,850+209.6% |
| Admin fee / account holder | $1,730 | $12,120-85.7% | $10,261-83.1% | $11,596-85.1% |