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 | $343,397 | $102,616+234.6% | $81,983+318.9% | $158,922+116.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 17.41% | 61.04%-43.6pp | 41.31%-23.9pp | 302.83%-285.4pp |
| Employer contribution / active EE | $13,626 | $3,240+320.5% | $2,498+445.5% | $4,761+186.2% |
| Participant deferral / active EE | $7,088 | $4,648+52.5% | $3,722+90.4% | $5,982+18.5% |
| Admin fee / account holder | $8,241 | $8,235+0.1% | $5,664+45.5% | $11,246-26.7% |