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 | $284,677 | $112,096+154.0% | $95,952+196.7% | $158,922+79.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 13.51% | 171.09%-157.6pp | 91.61%-78.1pp | 302.83%-289.3pp |
| Employer contribution / active EE | $1,359 | $3,198-57.5% | $2,541-46.5% | $4,761-71.5% |
| Participant deferral / active EE | $9,376 | $4,784+96.0% | $4,167+125.0% | $5,982+56.7% |
| Admin fee / account holder | $493 | $10,130-95.1% | $6,795-92.7% | $11,246-95.6% |