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 | $387,180 | $105,998+265.3% | $92,233+319.8% | $147,584+162.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 10.89% | 50.05%-39.2pp | 176.28%-165.4pp | 578.55%-567.7pp |
| Employer contribution / active EE | $3,240 | $4,333-25.2% | $3,679-11.9% | $4,876-33.6% |
| Participant deferral / active EE | $3,082 | $4,478-31.2% | $3,897-20.9% | $5,439-43.3% |
| Admin fee / account holder | $9,708 | $6,332+53.3% | $5,194+86.9% | $10,885-10.8% |