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 | $333,976 | $165,984+101.2% | $164,813+102.6% | $145,922+128.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.06% | 100.03%-86.0pp | 69.93%-55.9pp | 561.29%-547.2pp |
| Employer contribution / active EE | $10,833 | $5,273+105.5% | $4,341+149.6% | $4,660+132.5% |
| Participant deferral / active EE | $14,878 | $6,959+113.8% | $6,031+146.7% | $6,688+122.5% |
| Admin fee / account holder | $510 | $16,648-96.9% | $12,690-96.0% | $13,397-96.2% |