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 | $442,228 | $106,890+313.7% | $84,015+426.4% | $152,861+189.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 17.35% | 104.99%-87.6pp | 71.31%-54.0pp | 345.32%-328.0pp |
| Employer contribution / active EE | $2,792 | $2,734+2.1% | $1,983+40.8% | $4,762-41.4% |
| Participant deferral / active EE | $12,545 | $4,011+212.8% | $3,239+287.4% | $5,850+114.4% |
| Admin fee / account holder | $4,107 | $8,285-50.4% | $6,101-32.7% | $11,596-64.6% |