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 | $268,982 | $183,519+46.6% | $155,509+73.0% | $145,922+84.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.01% | 61.17%-49.2pp | 64.67%-52.7pp | 561.29%-549.3pp |
| Employer contribution / active EE | $8,361 | $5,313+57.4% | $4,672+78.9% | $4,660+79.4% |
| Participant deferral / active EE | $14,737 | $6,462+128.0% | $5,626+161.9% | $6,688+120.4% |
| Admin fee / account holder | $744 | $19,313-96.1% | $15,912-95.3% | $13,397-94.4% |