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 | $430,556 | $197,591+117.9% | $177,821+142.1% | $158,922+170.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.63% | 58.76%-43.1pp | 48.32%-32.7pp | 302.83%-287.2pp |
| Employer contribution / active EE | $2,506 | $6,697-62.6% | $5,918-57.7% | $4,761-47.4% |
| Participant deferral / active EE | $7,038 | $8,405-16.3% | $7,714-8.8% | $5,982+17.7% |
| Admin fee / account holder | $114,544 | $15,399+643.8% | $12,427+821.7% | $11,246+918.6% |