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 | $398,865 | $157,256+153.6% | $141,162+182.6% | $152,861+160.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.69% | 64.32%-46.6pp | 71.39%-53.7pp | 345.32%-327.6pp |
| Employer contribution / active EE | $11,641 | $5,261+121.3% | $4,735+145.8% | $4,762+144.4% |
| Participant deferral / active EE | $12,835 | $7,109+80.5% | $6,709+91.3% | $5,850+119.4% |
| Admin fee / account holder | $3,040 | $12,120-74.9% | $10,261-70.4% | $11,596-73.8% |