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 | $250,043 | $166,020+50.6% | $164,866+51.7% | $145,959+71.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.18% | 100.08%-83.9pp | 69.97%-53.8pp | 561.95%-545.8pp |
| Employer contribution / active EE | $4,216 | $5,275-20.1% | $4,343-2.9% | $4,661-9.5% |
| Participant deferral / active EE | $7,440 | $6,961+6.9% | $6,033+23.3% | $6,689+11.2% |
| Admin fee / account holder | $800 | $16,644-95.2% | $12,689-93.7% | $13,398-94.0% |