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 | $322,523 | $115,770+178.6% | $101,248+218.5% | $158,922+102.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.52% | 56.14%-45.6pp | 46.47%-36.0pp | 302.83%-292.3pp |
| Employer contribution / active EE | $15,762 | $4,175+277.6% | $3,660+330.7% | $4,761+231.0% |
| Participant deferral / active EE | $9,864 | $4,957+99.0% | $4,370+125.7% | $5,982+64.9% |
| Admin fee / account holder | $39,242 | $7,245+441.6% | $5,945+560.0% | $11,246+248.9% |