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 | $302,932 | $152,587+98.5% | $125,175+142.0% | $152,861+98.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.39% | 54.84%-35.5pp | 43.79%-24.4pp | 345.32%-325.9pp |
| Employer contribution / active EE | $19,761 | $4,946+299.5% | $3,865+411.2% | $4,762+315.0% |
| Participant deferral / active EE | $12,080 | $5,868+105.9% | $4,937+144.7% | $5,850+106.5% |
| Admin fee / account holder | $2,644 | $13,434-80.3% | $9,702-72.8% | $11,596-77.2% |