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 | $342,157 | $172,478+98.4% | $145,661+134.9% | $142,382+140.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 17.38% | 151.09%-133.7pp | 101.46%-84.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $22,654 | $4,899+362.4% | $4,238+434.6% | $4,299+426.9% |
| Participant deferral / active EE | $20,567 | $8,348+146.4% | $7,198+185.7% | $6,507+216.1% |
| Admin fee / account holder | $10,507 | $16,864-37.7% | $12,466-15.7% | $12,624-16.8% |