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 | $341,376 | $115,770+194.9% | $101,248+237.2% | $158,922+114.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.16% | 56.14%-48.0pp | 46.47%-38.3pp | 302.83%-294.7pp |
| Employer contribution / active EE | $13,200 | $4,175+216.2% | $3,660+260.7% | $4,761+177.2% |
| Participant deferral / active EE | $12,008 | $4,957+142.2% | $4,370+174.8% | $5,982+100.7% |
| Admin fee / account holder | $28,732 | $7,245+296.6% | $5,945+383.3% | $11,246+155.5% |