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 | $342,274 | $109,904+211.4% | $97,167+252.3% | $145,959+134.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 25.13% | 243.43%-218.3pp | 75.27%-50.1pp | 561.95%-536.8pp |
| Employer contribution / active EE | $12,370 | $3,084+301.1% | $2,729+353.3% | $4,661+165.4% |
| Participant deferral / active EE | $6,571 | $4,676+40.5% | $4,264+54.1% | $6,689-1.8% |
| Admin fee / account holder | $3,132 | $6,216-49.6% | $5,650-44.6% | $13,398-76.6% |