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 | $280,046 | $140,588+99.2% | $123,104+127.5% | $125,391+123.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.94% | 16.80%-19.7pp | 13.22%-16.2pp | 282.22%-285.2pp |
| Employer contribution / active EE | $11,713 | $6,041+93.9% | $5,151+127.4% | $4,866+140.7% |
| Participant deferral / active EE | $12,417 | $6,980+77.9% | $6,230+99.3% | $5,352+132.0% |
| Admin fee / account holder | $861 | $11,198-92.3% | $9,015-90.4% | $9,540-91.0% |