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 | $546,315 | $99,921+446.7% | $85,009+542.7% | $145,959+274.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.67% | 83.89%-73.2pp | 66.47%-55.8pp | 561.95%-551.3pp |
| Employer contribution / active EE | $6,084 | $3,233+88.2% | $2,728+123.0% | $4,661+30.5% |
| Participant deferral / active EE | $16,952 | $5,293+220.3% | $4,522+274.9% | $6,689+153.4% |
| Admin fee / account holder | $4,053 | $7,252-44.1% | $6,153-34.1% | $13,398-69.7% |