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 | $392,172 | $114,047+243.9% | $96,139+307.9% | $167,490+134.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 27.32% | 189.88%-162.6pp | 191.94%-164.6pp | 478.56%-451.2pp |
| Employer contribution / active EE | $7,501 | $3,427+118.9% | $2,797+168.2% | $4,837+55.0% |
| Participant deferral / active EE | $7,681 | $5,194+47.9% | $4,349+76.6% | $6,341+21.1% |
| Admin fee / account holder | $3,993 | $6,897-42.1% | $5,537-27.9% | $12,309-67.6% |