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 | $275,562 | $106,890+157.8% | $84,015+228.0% | $152,861+80.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 15.31% | 104.99%-89.7pp | 71.31%-56.0pp | 345.32%-330.0pp |
| Employer contribution / active EE | $2,973 | $2,734+8.7% | $1,983+49.9% | $4,762-37.6% |
| Participant deferral / active EE | $10,664 | $4,011+165.9% | $3,239+229.3% | $5,850+82.3% |
| Admin fee / account holder | $657 | $8,285-92.1% | $6,101-89.2% | $11,596-94.3% |