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 | $435,033 | $148,534+192.9% | $135,903+220.1% | $139,434+212.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.54% | 79.19%-62.6pp | 68.23%-51.7pp | 372.94%-356.4pp |
| Employer contribution / active EE | $8,723 | $5,243+66.4% | $4,856+79.6% | $4,751+83.6% |
| Participant deferral / active EE | $7,897 | $8,100-2.5% | $7,758+1.8% | $6,710+17.7% |
| Admin fee / account holder | $6,583 | $12,400-46.9% | $10,762-38.8% | $11,403-42.3% |