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 | $369,043 | $109,327+237.6% | $89,391+312.8% | $158,922+132.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 35.44% | 345.68%-310.2pp | 245.62%-210.2pp | 302.83%-267.4pp |
| Employer contribution / active EE | $2,163 | $3,170-31.8% | $2,586-16.4% | $4,761-54.6% |
| Participant deferral / active EE | $2,662 | $4,598-42.1% | $3,890-31.6% | $5,982-55.5% |
| Admin fee / account holder | $8,238 | $6,153+33.9% | $4,881+68.8% | $11,246-26.7% |