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 | $385,660 | $74,888+415.0% | $71,209+441.6% | $142,382+170.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.10% | 345.14%-331.0pp | 282.51%-268.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $4,146 | $2,854+45.3% | $2,721+52.4% | $4,299-3.6% |
| Participant deferral / active EE | $11,072 | $4,454+148.6% | $4,175+165.2% | $6,507+70.1% |
| Admin fee / account holder | $1,793 | $5,568-67.8% | $5,349-66.5% | $12,624-85.8% |