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 6-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 | $307,043 | $95,561+221.3% | $77,163+297.9% | $139,434+120.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.46% | 54.92%-38.5pp | 37.87%-21.4pp | 372.94%-356.5pp |
| Employer contribution / active EE | $3,529 | $3,147+12.1% | $2,535+39.2% | $4,751-25.7% |
| Participant deferral / active EE | $8,067 | $4,624+74.5% | $3,833+110.4% | $6,710+20.2% |
| Admin fee / account holder | $944 | $8,295-88.6% | $5,472-82.8% | $11,403-91.7% |