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 | $440,252 | $110,502+298.4% | $80,716+445.4% | $167,490+162.9% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 5.91% | 120.54%-114.6pp | 87.28%-81.4pp | 478.56%-472.7pp |
| Employer contribution / active EE | $1,648 | $1,543+6.8% | $1,160+42.1% | $4,837-65.9% |
| Participant deferral / active EE | $1,091 | $2,871-62.0% | $2,146-49.2% | $6,341-82.8% |
| Admin fee / account holder | $416 | $4,545-90.8% | $3,380-87.7% | $12,309-96.6% |