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 | $315,918 | $111,724+182.8% | $93,606+237.5% | $145,922+116.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.73% | 202.98%-190.3pp | 133.20%-120.5pp | 561.29%-548.6pp |
| Employer contribution / active EE | $4,367 | $3,090+41.3% | $2,420+80.5% | $4,660-6.3% |
| Participant deferral / active EE | $6,437 | $4,912+31.1% | $4,411+45.9% | $6,688-3.7% |
| Admin fee / account holder | $1,621 | $10,250-84.2% | $8,285-80.4% | $13,397-87.9% |