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 | $333,038 | $107,934+208.6% | $91,989+262.0% | $152,861+117.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 15.96% | 89.24%-73.3pp | 69.02%-53.1pp | 345.32%-329.4pp |
| Employer contribution / active EE | $3,021 | $4,210-28.2% | $3,452-12.5% | $4,762-36.6% |
| Participant deferral / active EE | $13,135 | $6,364+106.4% | $5,923+121.8% | $5,850+124.5% |
| Admin fee / account holder | $598 | $10,520-94.3% | $7,743-92.3% | $11,596-94.8% |