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 | $303,447 | $96,635+214.0% | $86,612+250.4% | $139,434+117.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.39% | 106.41%-90.0pp | 591.07%-574.7pp | 372.94%-356.6pp |
| Employer contribution / active EE | $3,146 | $3,263-3.6% | $3,022+4.1% | $4,751-33.8% |
| Participant deferral / active EE | $10,022 | $4,836+107.2% | $4,438+125.8% | $6,710+49.4% |
| Admin fee / account holder | $1,229 | $6,408-80.8% | $5,614-78.1% | $11,403-89.2% |