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 | $396,734 | $148,534+167.1% | $135,903+191.9% | $139,434+184.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.39% | 79.19%-64.8pp | 68.23%-53.8pp | 372.94%-358.6pp |
| Employer contribution / active EE | $3,581 | $5,243-31.7% | $4,856-26.3% | $4,751-24.6% |
| Participant deferral / active EE | $18,876 | $8,100+133.0% | $7,758+143.3% | $6,710+181.3% |
| Admin fee / account holder | $6,291 | $12,400-49.3% | $10,762-41.5% | $11,403-44.8% |