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 | $263,212 | $166,020+58.5% | $164,866+59.7% | $145,959+80.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.96% | 100.08%-85.1pp | 69.97%-55.0pp | 561.95%-547.0pp |
| Employer contribution / active EE | $8,277 | $5,275+56.9% | $4,343+90.6% | $4,661+77.6% |
| Participant deferral / active EE | $8,635 | $6,961+24.1% | $6,033+43.1% | $6,689+29.1% |
| Admin fee / account holder | $3,874 | $16,644-76.7% | $12,689-69.5% | $13,398-71.1% |