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 | $440,971 | $102,966+328.3% | $90,281+388.4% | $152,861+188.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 17.42% | 95.16%-77.7pp | 78.10%-60.7pp | 345.32%-327.9pp |
| Employer contribution / active EE | $9,575 | $3,139+205.1% | $2,854+235.4% | $4,762+101.1% |
| Participant deferral / active EE | $6,586 | $4,281+53.8% | $3,885+69.5% | $5,850+12.6% |
| Admin fee / account holder | $2,537 | $6,171-58.9% | $5,351-52.6% | $11,596-78.1% |