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 | $346,531 | $159,901+116.7% | $146,958+135.8% | $145,922+137.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.22% | 98.13%-72.9pp | 418.34%-393.1pp | 561.29%-536.1pp |
| Employer contribution / active EE | $1,080 | $5,286-79.6% | $4,933-78.1% | $4,660-76.8% |
| Participant deferral / active EE | $25,000 | $8,428+196.6% | $8,070+209.8% | $6,688+273.8% |
| Admin fee / account holder | $949 | $15,044-93.7% | $12,998-92.7% | $13,397-92.9% |