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 3-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 | $458,498 | $111,724+310.4% | $93,606+389.8% | $145,922+214.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 57.16% | 202.98%-145.8pp | 133.20%-76.0pp | 561.29%-504.1pp |
| Employer contribution / active EE | $2,190 | $3,090-29.1% | $2,420-9.5% | $4,660-53.0% |
| Participant deferral / active EE | $5,462 | $4,912+11.2% | $4,411+23.8% | $6,688-18.3% |
| Admin fee / account holder | $26,076 | $10,250+154.4% | $8,285+214.7% | $13,397+94.6% |