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 | $387,898 | $102,966+276.7% | $90,281+329.7% | $152,861+153.8% |
| Participation rate | 90.9% | 75.9%+15.0pp | 73.3%+17.6pp | 82.4%+8.5pp |
| Annual return | 25.67% | 95.16%-69.5pp | 78.10%-52.4pp | 345.32%-319.6pp |
| Employer contribution / active EE | $10,688 | $3,139+240.5% | $2,854+274.4% | $4,762+124.4% |
| Participant deferral / active EE | $7,361 | $4,281+71.9% | $3,885+89.5% | $5,850+25.8% |
| Admin fee / account holder | $5,082 | $6,171-17.6% | $5,351-5.0% | $11,596-56.2% |