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 | $253,129 | $165,984+52.5% | $164,813+53.6% | $145,922+73.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.80% | 100.03%-86.2pp | 69.93%-56.1pp | 561.29%-547.5pp |
| Employer contribution / active EE | $5,846 | $5,273+10.9% | $4,341+34.7% | $4,660+25.5% |
| Participant deferral / active EE | $10,390 | $6,959+49.3% | $6,031+72.3% | $6,688+55.4% |
| Admin fee / account holder | $649 | $16,648-96.1% | $12,690-94.9% | $13,397-95.2% |