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 | $297,674 | $95,561+211.5% | $77,163+285.8% | $139,434+113.5% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.16% | 54.92%-38.8pp | 37.87%-21.7pp | 372.94%-356.8pp |
| Employer contribution / active EE | $3,404 | $3,147+8.2% | $2,535+34.3% | $4,751-28.3% |
| Participant deferral / active EE | $6,504 | $4,624+40.7% | $3,833+69.7% | $6,710-3.1% |
| Admin fee / account holder | $3,943 | $8,295-52.5% | $5,472-27.9% | $11,403-65.4% |