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 | $332,747 | $109,327+204.4% | $89,391+272.2% | $158,922+109.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 13.63% | 345.68%-332.0pp | 245.62%-232.0pp | 302.83%-289.2pp |
| Employer contribution / active EE | $9,594 | $3,170+202.7% | $2,586+271.0% | $4,761+101.5% |
| Participant deferral / active EE | $17,265 | $4,598+275.5% | $3,890+343.8% | $5,982+188.6% |
| Admin fee / account holder | $902 | $6,153-85.3% | $4,881-81.5% | $11,246-92.0% |