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 | $474,586 | $166,020+185.9% | $164,866+187.9% | $145,959+225.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.88% | 100.08%-90.2pp | 69.97%-60.1pp | 561.95%-552.1pp |
| Employer contribution / active EE | $8,679 | $5,275+64.5% | $4,343+99.8% | $4,661+86.2% |
| Participant deferral / active EE | $5,600 | $6,961-19.6% | $6,033-7.2% | $6,689-16.3% |
| Admin fee / account holder | $1,200 | $16,644-92.8% | $12,689-90.5% | $13,398-91.0% |