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 | $364,824 | $148,534+145.6% | $135,903+168.4% | $139,434+161.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 79.19% | 79.19%0pp | 68.23%+11.0pp | 372.94%-293.8pp |
| Employer contribution / active EE | $10,523 | $5,243+100.7% | $4,856+116.7% | $4,751+121.5% |
| Participant deferral / active EE | $12,499 | $8,100+54.3% | $7,758+61.1% | $6,710+86.3% |
| Admin fee / account holder | $2,949 | $12,400-76.2% | $10,762-72.6% | $11,403-74.1% |