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 | $294,852 | $165,984+77.6% | $164,813+78.9% | $145,922+102.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 35.85% | 100.03%-64.2pp | 69.93%-34.1pp | 561.29%-525.4pp |
| Employer contribution / active EE | $11,566 | $5,273+119.3% | $4,341+166.4% | $4,660+148.2% |
| Participant deferral / active EE | $18,660 | $6,959+168.1% | $6,031+209.4% | $6,688+179.0% |
| Admin fee / account holder | $1,113 | $16,648-93.3% | $12,690-91.2% | $13,397-91.7% |