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 | $406,031 | $105,998+283.1% | $92,233+340.2% | $147,584+175.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.66% | 50.05%-38.4pp | 176.28%-164.6pp | 578.55%-566.9pp |
| Employer contribution / active EE | $19,048 | $4,333+339.6% | $3,679+417.7% | $4,876+290.6% |
| Participant deferral / active EE | $17,140 | $4,478+282.8% | $3,897+339.8% | $5,439+215.1% |
| Admin fee / account holder | $4,210 | $6,332-33.5% | $5,194-18.9% | $10,885-61.3% |