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 | $332,412 | $152,587+117.9% | $125,175+165.6% | $152,861+117.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 25.66% | 54.84%-29.2pp | 43.79%-18.1pp | 345.32%-319.7pp |
| Employer contribution / active EE | $2,485 | $4,946-49.8% | $3,865-35.7% | $4,762-47.8% |
| Participant deferral / active EE | $10,669 | $5,868+81.8% | $4,937+116.1% | $5,850+82.4% |
| Admin fee / account holder | $432 | $13,434-96.8% | $9,702-95.5% | $11,596-96.3% |