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 | $306,380 | $148,534+106.3% | $135,903+125.4% | $139,434+119.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.19% | 79.19%-62.0pp | 68.23%-51.0pp | 372.94%-355.8pp |
| Employer contribution / active EE | $10,022 | $5,243+91.1% | $4,856+106.4% | $4,751+110.9% |
| Participant deferral / active EE | $12,741 | $8,100+57.3% | $7,758+64.2% | $6,710+89.9% |
| Admin fee / account holder | $659 | $12,400-94.7% | $10,762-93.9% | $11,403-94.2% |