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 | $272,464 | $183,519+48.5% | $155,509+75.2% | $145,922+86.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.03% | 61.17%-51.1pp | 64.67%-54.6pp | 561.29%-551.3pp |
| Employer contribution / active EE | $10,995 | $5,313+107.0% | $4,672+135.3% | $4,660+136.0% |
| Participant deferral / active EE | $12,325 | $6,462+90.7% | $5,626+119.1% | $6,688+84.3% |
| Admin fee / account holder | $3,603 | $19,313-81.3% | $15,912-77.4% | $13,397-73.1% |