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 | $387,721 | $108,919+256.0% | $100,391+286.2% | $145,922+165.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.93% | 57.88%-41.0pp | 49.20%-32.3pp | 561.29%-544.4pp |
| Employer contribution / active EE | $11,692 | $4,419+164.6% | $3,942+196.6% | $4,660+150.9% |
| Participant deferral / active EE | $13,684 | $8,445+62.0% | $8,082+69.3% | $6,688+104.6% |
| Admin fee / account holder | $1,716 | $9,689-82.3% | $7,899-78.3% | $13,397-87.2% |