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 | $412,911 | $108,919+279.1% | $100,391+311.3% | $145,922+183.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.64% | 57.88%-41.2pp | 49.20%-32.6pp | 561.29%-544.6pp |
| Employer contribution / active EE | $1,379 | $4,419-68.8% | $3,942-65.0% | $4,660-70.4% |
| Participant deferral / active EE | $3,181 | $8,445-62.3% | $8,082-60.6% | $6,688-52.4% |
| Admin fee / account holder | $2,306 | $9,689-76.2% | $7,899-70.8% | $13,397-82.8% |