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 | $340,780 | $106,890+218.8% | $84,015+305.6% | $152,861+122.9% |
| Participation rate | 86.7% | 75.2%+11.4pp | 69.0%+17.7pp | 82.4%+4.2pp |
| Annual return | 21.34% | 104.99%-83.6pp | 71.31%-50.0pp | 345.32%-324.0pp |
| Employer contribution / active EE | $6,719 | $2,734+145.7% | $1,983+238.8% | $4,762+41.1% |
| Participant deferral / active EE | $6,786 | $4,011+69.2% | $3,239+109.5% | $5,850+16.0% |
| Admin fee / account holder | $1,900 | $8,285-77.1% | $6,101-68.9% | $11,596-83.6% |