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 | $381,715 | $157,256+142.7% | $141,162+170.4% | $152,861+149.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.77% | 64.32%-46.6pp | 71.39%-53.6pp | 345.32%-327.5pp |
| Employer contribution / active EE | $7,882 | $5,261+49.8% | $4,735+66.5% | $4,762+65.5% |
| Participant deferral / active EE | $12,372 | $7,109+74.0% | $6,709+84.4% | $5,850+111.5% |
| Admin fee / account holder | $14,175 | $12,120+17.0% | $10,261+38.1% | $11,596+22.2% |