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 | $252,625 | $73,515+243.6% | $62,995+301.0% | $147,584+71.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 23.20% | 175.43%-152.2pp | 87.57%-64.4pp | 578.55%-555.3pp |
| Employer contribution / active EE | $9,933 | $3,320+199.1% | $2,759+260.0% | $4,876+103.7% |
| Participant deferral / active EE | $9,306 | $4,185+122.4% | $3,329+179.5% | $5,439+71.1% |
| Admin fee / account holder | $1,860 | $5,953-68.8% | $3,600-48.3% | $10,885-82.9% |