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 | $250,749 | $102,616+144.4% | $81,983+205.9% | $158,922+57.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 17.35% | 61.04%-43.7pp | 41.31%-24.0pp | 302.83%-285.5pp |
| Employer contribution / active EE | $6,469 | $3,240+99.7% | $2,498+159.0% | $4,761+35.9% |
| Participant deferral / active EE | $10,636 | $4,648+128.8% | $3,722+185.7% | $5,982+77.8% |
| Admin fee / account holder | $2,215 | $8,235-73.1% | $5,664-60.9% | $11,246-80.3% |