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 | $414,132 | $95,561+333.4% | $77,163+436.7% | $139,434+197.0% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.88% | 54.92%-41.0pp | 37.87%-24.0pp | 372.94%-359.1pp |
| Employer contribution / active EE | $12,026 | $3,147+282.1% | $2,535+374.4% | $4,751+153.1% |
| Participant deferral / active EE | $14,808 | $4,624+220.3% | $3,833+286.3% | $6,710+120.7% |
| Admin fee / account holder | $2,339 | $8,295-71.8% | $5,472-57.3% | $11,403-79.5% |