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 | $344,184 | $150,187+129.2% | $120,354+186.0% | $145,922+135.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 10.23% | 154.07%-143.8pp | 107.15%-96.9pp | 561.29%-551.1pp |
| Employer contribution / active EE | $20,597 | $4,348+373.7% | $3,463+494.8% | $4,660+342.0% |
| Participant deferral / active EE | $16,926 | $6,173+174.2% | $4,991+239.1% | $6,688+153.1% |
| Admin fee / account holder | $3,340 | $12,207-72.6% | $9,423-64.6% | $13,397-75.1% |