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 | $313,648 | $112,096+179.8% | $95,952+226.9% | $158,922+97.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 27.46% | 171.09%-143.6pp | 91.61%-64.2pp | 302.83%-275.4pp |
| Employer contribution / active EE | $15,923 | $3,198+397.9% | $2,541+526.6% | $4,761+234.4% |
| Participant deferral / active EE | $13,851 | $4,784+189.5% | $4,167+232.4% | $5,982+131.5% |
| Admin fee / account holder | $8,222 | $10,130-18.8% | $6,795+21.0% | $11,246-26.9% |