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 | $330,996 | $133,922+147.2% | $116,228+184.8% | $142,382+132.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 12.63% | 147.76%-135.1pp | 90.06%-77.4pp | 217.08%-204.4pp |
| Employer contribution / active EE | $3,307 | $3,446-4.0% | $2,994+10.4% | $4,299-23.1% |
| Participant deferral / active EE | $13,251 | $5,672+133.6% | $4,953+167.5% | $6,507+103.6% |
| Admin fee / account holder | $2,053 | $14,945-86.3% | $11,989-82.9% | $12,624-83.7% |