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 | $292,522 | $165,984+76.2% | $164,813+77.5% | $145,922+100.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.27% | 100.03%-85.8pp | 69.93%-55.7pp | 561.29%-547.0pp |
| Employer contribution / active EE | $6,740 | $5,273+27.8% | $4,341+55.3% | $4,660+44.6% |
| Participant deferral / active EE | $9,174 | $6,959+31.8% | $6,031+52.1% | $6,688+37.2% |
| Admin fee / account holder | $6,364 | $16,648-61.8% | $12,690-49.8% | $13,397-52.5% |