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 | $492,617 | $165,984+196.8% | $164,813+198.9% | $145,922+237.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.75% | 100.03%-90.3pp | 69.93%-60.2pp | 561.29%-551.5pp |
| Employer contribution / active EE | $5,000 | $5,273-5.2% | $4,341+15.2% | $4,660+7.3% |
| Participant deferral / active EE | $10,527 | $6,959+51.3% | $6,031+74.5% | $6,688+57.4% |
| Admin fee / account holder | $6,566 | $16,648-60.6% | $12,690-48.3% | $13,397-51.0% |