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 | $416,434 | $118,849+250.4% | $96,562+331.3% | $167,490+148.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 13.75% | 50.49%-36.7pp | 37.78%-24.0pp | 478.56%-464.8pp |
| Employer contribution / active EE | $1,573 | $3,120-49.6% | $2,356-33.3% | $4,837-67.5% |
| Participant deferral / active EE | $2,269 | $4,616-50.8% | $3,849-41.0% | $6,341-64.2% |
| Admin fee / account holder | $3,882 | $8,065-51.9% | $6,181-37.2% | $12,309-68.5% |