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 | $273,176 | $166,020+64.5% | $164,866+65.7% | $145,959+87.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 33.48% | 100.08%-66.6pp | 69.97%-36.5pp | 561.95%-528.5pp |
| Employer contribution / active EE | $5,922 | $5,275+12.3% | $4,343+36.4% | $4,661+27.0% |
| Participant deferral / active EE | $9,760 | $6,961+40.2% | $6,033+61.8% | $6,689+45.9% |
| Admin fee / account holder | $750 | $16,644-95.5% | $12,689-94.1% | $13,398-94.4% |