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 5-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 | $322,420 | $109,982+193.2% | $97,226+231.6% | $145,922+121.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 21.48% | 242.90%-221.4pp | 75.13%-53.7pp | 561.29%-539.8pp |
| Employer contribution / active EE | $27,735 | $3,084+799.4% | $2,729+916.4% | $4,660+495.2% |
| Participant deferral / active EE | $17,088 | $4,676+265.5% | $4,264+300.8% | $6,688+155.5% |
| Admin fee / account holder | $1,048 | $6,221-83.2% | $5,654-81.5% | $13,397-92.2% |