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 | $438,355 | $152,587+187.3% | $125,175+250.2% | $152,861+186.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 11.95% | 54.84%-42.9pp | 43.79%-31.8pp | 345.32%-333.4pp |
| Employer contribution / active EE | $22,812 | $4,946+361.2% | $3,865+490.1% | $4,762+379.0% |
| Participant deferral / active EE | $11,441 | $5,868+95.0% | $4,937+131.8% | $5,850+95.6% |
| Admin fee / account holder | $3,496 | $13,434-74.0% | $9,702-64.0% | $11,596-69.9% |