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 | $303,347 | $107,934+181.1% | $91,989+229.8% | $152,861+98.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 41.57% | 89.24%-47.7pp | 69.02%-27.5pp | 345.32%-303.7pp |
| Employer contribution / active EE | $4,734 | $4,210+12.4% | $3,452+37.1% | $4,762-0.6% |
| Participant deferral / active EE | $11,479 | $6,364+80.4% | $5,923+93.8% | $5,850+96.2% |
| Admin fee / account holder | $20,206 | $10,520+92.1% | $7,743+161.0% | $11,596+74.2% |