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 | $300,567 | $108,919+176.0% | $100,391+199.4% | $145,922+106.0% |
| Participation rate | 76.5% | 82.9%-6.5pp | 81.5%-5.0pp | 80.3%-3.8pp |
| Annual return | 15.98% | 57.88%-41.9pp | 49.20%-33.2pp | 561.29%-545.3pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $6,961 | $8,445-17.6% | $8,082-13.9% | $6,688+4.1% |
| Admin fee / account holder | $23,125 | $9,689+138.7% | $7,899+192.8% | $13,397+72.6% |