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 | $314,549 | $112,881+178.7% | $90,951+245.8% | $158,922+97.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 19.96% | 215.79%-195.8pp | 134.60%-114.6pp | 302.83%-282.9pp |
| Employer contribution / active EE | $4,055 | $2,893+40.2% | $2,122+91.1% | $4,761-14.8% |
| Participant deferral / active EE | $13,756 | $4,128+233.3% | $3,373+307.8% | $5,982+130.0% |
| Admin fee / account holder | $1,469 | $8,041-81.7% | $5,959-75.3% | $11,246-86.9% |