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 | $437,498 | $108,919+301.7% | $100,391+335.8% | $145,922+199.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.58% | 57.88%-46.3pp | 49.20%-37.6pp | 561.29%-549.7pp |
| Employer contribution / active EE | $1,420 | $4,419-67.9% | $3,942-64.0% | $4,660-69.5% |
| Participant deferral / active EE | $18,755 | $8,445+122.1% | $8,082+132.1% | $6,688+180.4% |
| Admin fee / account holder | $2,869 | $9,689-70.4% | $7,899-63.7% | $13,397-78.6% |