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 | $281,630 | $165,984+69.7% | $164,813+70.9% | $145,922+93.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 19.28% | 100.03%-80.8pp | 69.93%-50.7pp | 561.29%-542.0pp |
| Employer contribution / active EE | $38,000 | $5,273+620.7% | $4,341+775.4% | $4,660+715.5% |
| Participant deferral / active EE | $30,150 | $6,959+333.3% | $6,031+399.9% | $6,688+350.8% |
| Admin fee / account holder | $3,959 | $16,648-76.2% | $12,690-68.8% | $13,397-70.5% |