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 | $289,190 | $126,574+128.5% | $106,213+172.3% | $145,922+98.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.82% | 224.79%-213.0pp | 116.14%-104.3pp | 561.29%-549.5pp |
| Employer contribution / active EE | $5,921 | $3,730+58.7% | $3,171+86.7% | $4,660+27.1% |
| Participant deferral / active EE | $9,264 | $5,724+61.9% | $5,016+84.7% | $6,688+38.5% |
| Admin fee / account holder | $1,600 | $17,304-90.8% | $11,033-85.5% | $13,397-88.1% |