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 | $291,738 | $95,416+205.8% | $185,823+57.0% | $85,850+239.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.40% | 23.59%-8.2pp | 122.05%-106.6pp | 318.53%-303.1pp |
| Employer contribution / active EE | $13,802 | $3,314+316.5% | $5,167+167.1% | $2,565+438.1% |
| Participant deferral / active EE | $7,301 | $3,423+113.3% | $5,568+31.1% | $3,952+84.8% |
| Admin fee / account holder | $995 | $7,213-86.2% | $16,237-93.9% | $6,260-84.1% |