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 | $426,627 | $183,592+132.4% | $155,567+174.2% | $145,959+192.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 38.45% | 61.24%-22.8pp | 64.74%-26.3pp | 561.95%-523.5pp |
| Employer contribution / active EE | $15,836 | $5,315+198.0% | $4,674+238.8% | $4,661+239.8% |
| Participant deferral / active EE | $9,433 | $6,464+45.9% | $5,628+67.6% | $6,689+41.0% |
| Admin fee / account holder | $979 | $19,318-94.9% | $15,916-93.8% | $13,398-92.7% |