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 | $303,905 | $106,890+184.3% | $84,015+261.7% | $152,861+98.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 32.42% | 104.99%-72.6pp | 71.31%-38.9pp | 345.32%-312.9pp |
| Employer contribution / active EE | $718 | $2,734-73.8% | $1,983-63.8% | $4,762-84.9% |
| Participant deferral / active EE | $1,076 | $4,011-73.2% | $3,239-66.8% | $5,850-81.6% |
| Admin fee / account holder | $10,448 | $8,285+26.1% | $6,101+71.3% | $11,596-9.9% |