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 7-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 | $433,736 | $136,179+218.5% | $98,755+339.2% | $167,490+159.0% |
| Participation rate | 100.0% | 70.2%+29.8pp | 65.7%+34.3pp | 82.1%+17.9pp |
| Annual return | 19.78% | 67.53%-47.7pp | 49.91%-30.1pp | 478.56%-458.8pp |
| Employer contribution / active EE | $2,418 | $2,631-8.1% | $2,067+17.0% | $4,837-50.0% |
| Participant deferral / active EE | $12,897 | $3,716+247.1% | $3,035+324.9% | $6,341+103.4% |
| Admin fee / account holder | $2,576 | $5,031-48.8% | $4,076-36.8% | $12,309-79.1% |