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 | $305,164 | $108,919+180.2% | $100,391+204.0% | $145,922+109.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.09% | 57.88%-45.8pp | 49.20%-37.1pp | 561.29%-549.2pp |
| Employer contribution / active EE | $10,308 | $4,419+133.3% | $3,942+161.5% | $4,660+121.2% |
| Participant deferral / active EE | $16,750 | $8,445+98.3% | $8,082+107.3% | $6,688+150.5% |
| Admin fee / account holder | $1,817 | $9,689-81.3% | $7,899-77.0% | $13,397-86.4% |