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 | $353,392 | $118,849+197.3% | $96,562+266.0% | $167,490+111.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 15.97% | 50.49%-34.5pp | 37.78%-21.8pp | 478.56%-462.6pp |
| Employer contribution / active EE | $17,854 | $3,120+472.3% | $2,356+657.6% | $4,837+269.1% |
| Participant deferral / active EE | $15,150 | $4,616+228.2% | $3,849+293.6% | $6,341+138.9% |
| Admin fee / account holder | $163,960 | $8,065+1933.0% | $6,181+2552.7% | $12,309+1232.0% |