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 4-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 | $270,713 | $96,635+180.1% | $86,612+212.6% | $139,434+94.2% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 20.19% | 106.41%-86.2pp | 591.07%-570.9pp | 372.94%-352.8pp |
| Employer contribution / active EE | $10,341 | $3,263+216.9% | $3,022+242.1% | $4,751+117.7% |
| Participant deferral / active EE | $10,352 | $4,836+114.1% | $4,438+133.3% | $6,710+54.3% |
| Admin fee / account holder | $3,613 | $6,408-43.6% | $5,614-35.6% | $11,403-68.3% |