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 | $347,678 | $133,922+159.6% | $116,228+199.1% | $142,382+144.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 13.48% | 147.76%-134.3pp | 90.06%-76.6pp | 217.08%-203.6pp |
| Employer contribution / active EE | $2,411 | $3,446-30.0% | $2,994-19.5% | $4,299-43.9% |
| Participant deferral / active EE | $8,180 | $5,672+44.2% | $4,953+65.1% | $6,507+25.7% |
| Admin fee / account holder | $680 | $14,945-95.5% | $11,989-94.3% | $12,624-94.6% |