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 | $366,816 | $73,515+399.0% | $62,995+482.3% | $147,584+148.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 18.35% | 175.43%-157.1pp | 87.57%-69.2pp | 578.55%-560.2pp |
| Employer contribution / active EE | $6,142 | $3,320+85.0% | $2,759+122.6% | $4,876+26.0% |
| Participant deferral / active EE | $14,073 | $4,185+236.3% | $3,329+322.7% | $5,439+158.8% |
| Admin fee / account holder | $438 | $5,953-92.6% | $3,600-87.8% | $10,885-96.0% |