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 | $258,969 | $102,966+151.5% | $90,281+186.8% | $152,861+69.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 13.72% | 95.16%-81.4pp | 78.10%-64.4pp | 345.32%-331.6pp |
| Employer contribution / active EE | $4,518 | $3,139+43.9% | $2,854+58.3% | $4,762-5.1% |
| Participant deferral / active EE | $5,845 | $4,281+36.5% | $3,885+50.4% | $5,850-0.1% |
| Admin fee / account holder | $42,106 | $6,171+582.4% | $5,351+686.8% | $11,596+263.1% |