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 | $339,588 | $157,256+115.9% | $141,162+140.6% | $152,861+122.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.82% | 64.32%-43.5pp | 71.39%-50.6pp | 345.32%-324.5pp |
| Employer contribution / active EE | $9,094 | $5,261+72.9% | $4,735+92.0% | $4,762+90.9% |
| Participant deferral / active EE | $14,553 | $7,109+104.7% | $6,709+116.9% | $5,850+148.8% |
| Admin fee / account holder | $6,494 | $12,120-46.4% | $10,261-36.7% | $11,596-44.0% |