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 | $390,068 | $148,534+162.6% | $135,903+187.0% | $139,434+179.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.34% | 79.19%-50.9pp | 68.23%-39.9pp | 372.94%-344.6pp |
| Employer contribution / active EE | $4,106 | $5,243-21.7% | $4,856-15.5% | $4,751-13.6% |
| Participant deferral / active EE | $7,754 | $8,100-4.3% | $7,7580% | $6,710+15.6% |
| Admin fee / account holder | $33,560 | $12,400+170.7% | $10,762+211.8% | $11,403+194.3% |