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 | $361,938 | $112,881+220.6% | $90,951+297.9% | $158,922+127.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 27.97% | 215.79%-187.8pp | 134.60%-106.6pp | 302.83%-274.9pp |
| Employer contribution / active EE | $17,372 | $2,893+500.5% | $2,122+718.7% | $4,761+264.9% |
| Participant deferral / active EE | $7,628 | $4,128+84.8% | $3,373+126.1% | $5,982+27.5% |
| Admin fee / account holder | $17,635 | $8,041+119.3% | $5,959+196.0% | $11,246+56.8% |