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 | $262,663 | $105,998+147.8% | $92,233+184.8% | $147,584+78.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.67% | 50.05%-32.4pp | 176.28%-158.6pp | 578.55%-560.9pp |
| Employer contribution / active EE | $3,083 | $4,333-28.8% | $3,679-16.2% | $4,876-36.8% |
| Participant deferral / active EE | $11,051 | $4,478+146.8% | $3,897+183.6% | $5,439+103.2% |
| Admin fee / account holder | $15,162 | $6,332+139.4% | $5,194+191.9% | $10,885+39.3% |