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 | $338,378 | $109,904+207.9% | $97,167+248.2% | $145,959+131.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.32% | 243.43%-234.1pp | 75.27%-65.9pp | 561.95%-552.6pp |
| Employer contribution / active EE | $23,599 | $3,084+665.1% | $2,729+764.7% | $4,661+406.3% |
| Participant deferral / active EE | $20,700 | $4,676+342.7% | $4,264+385.5% | $6,689+209.5% |
| Admin fee / account holder | $29,640 | $6,216+376.8% | $5,650+424.6% | $13,398+121.2% |