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 | $420,866 | $165,984+153.6% | $164,813+155.4% | $145,922+188.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.68% | 100.03%-88.4pp | 69.93%-58.3pp | 561.29%-549.6pp |
| Employer contribution / active EE | $14,053 | $5,273+166.5% | $4,341+223.7% | $4,660+201.6% |
| Participant deferral / active EE | $10,001 | $6,959+43.7% | $6,031+65.8% | $6,688+49.5% |
| Admin fee / account holder | $26,108 | $16,648+56.8% | $12,690+105.7% | $13,397+94.9% |