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 | $464,409 | $115,770+301.1% | $101,248+358.7% | $158,922+192.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.82% | 56.14%-41.3pp | 46.47%-31.6pp | 302.83%-288.0pp |
| Employer contribution / active EE | $21,531 | $4,175+415.8% | $3,660+488.4% | $4,761+352.2% |
| Participant deferral / active EE | $8,485 | $4,957+71.2% | $4,370+94.2% | $5,982+41.8% |
| Admin fee / account holder | $3,692 | $7,245-49.0% | $5,945-37.9% | $11,246-67.2% |