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 | $264,520 | $105,998+149.6% | $92,233+186.8% | $147,584+79.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.76% | 50.05%-31.3pp | 176.28%-157.5pp | 578.55%-559.8pp |
| Employer contribution / active EE | $3,434 | $4,333-20.7% | $3,679-6.7% | $4,876-29.6% |
| Participant deferral / active EE | $2,984 | $4,478-33.4% | $3,897-23.4% | $5,439-45.1% |
| Admin fee / account holder | $1,467 | $6,332-76.8% | $5,194-71.7% | $10,885-86.5% |