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 | $344,576 | $114,047+202.1% | $96,139+258.4% | $167,490+105.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 12.20% | 189.88%-177.7pp | 191.94%-179.7pp | 478.56%-466.4pp |
| Employer contribution / active EE | $12,436 | $3,427+262.9% | $2,797+344.6% | $4,837+157.1% |
| Participant deferral / active EE | $11,101 | $5,194+113.7% | $4,349+155.3% | $6,341+75.1% |
| Admin fee / account holder | $594 | $6,897-91.4% | $5,537-89.3% | $12,309-95.2% |