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 | $288,693 | $118,849+142.9% | $96,562+199.0% | $167,490+72.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 22.66% | 50.49%-27.8pp | 37.78%-15.1pp | 478.56%-455.9pp |
| Employer contribution / active EE | $3,736 | $3,120+19.8% | $2,356+58.6% | $4,837-22.8% |
| Participant deferral / active EE | $4,803 | $4,616+4.0% | $3,849+24.8% | $6,341-24.3% |
| Admin fee / account holder | $816 | $8,065-89.9% | $6,181-86.8% | $12,309-93.4% |