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 | $349,979 | $102,966+239.9% | $90,281+287.7% | $152,861+129.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 15.63% | 95.16%-79.5pp | 78.10%-62.5pp | 345.32%-329.7pp |
| Employer contribution / active EE | $20,884 | $3,139+565.4% | $2,854+631.6% | $4,762+338.5% |
| Participant deferral / active EE | $4,912 | $4,281+14.7% | $3,885+26.4% | $5,850-16.0% |
| Admin fee / account holder | $61,026 | $6,171+889.0% | $5,351+1040.4% | $11,596+426.2% |