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 | $296,069 | $96,635+206.4% | $86,612+241.8% | $139,434+112.3% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 16.97% | 106.41%-89.4pp | 591.07%-574.1pp | 372.94%-356.0pp |
| Employer contribution / active EE | $13,498 | $3,263+313.7% | $3,022+346.6% | $4,751+184.1% |
| Participant deferral / active EE | $9,109 | $4,836+88.4% | $4,438+105.3% | $6,710+35.8% |
| Admin fee / account holder | $3,833 | $6,408-40.2% | $5,614-31.7% | $11,403-66.4% |