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 | $379,856 | $144,119+163.6% | $117,854+222.3% | $147,584+157.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 12.82% | 531.15%-518.3pp | 335.08%-322.3pp | 578.55%-565.7pp |
| Employer contribution / active EE | $16,322 | $4,896+233.3% | $3,786+331.1% | $4,876+234.7% |
| Participant deferral / active EE | $22,189 | $5,316+317.4% | $4,482+395.1% | $5,439+308.0% |
| Admin fee / account holder | $2,004 | $10,886-81.6% | $8,020-75.0% | $10,885-81.6% |