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 5-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 | $258,972 | $99,877+159.3% | $84,966+204.8% | $145,922+77.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.94% | 83.76%-71.8pp | 66.38%-54.4pp | 561.29%-549.4pp |
| Employer contribution / active EE | $27,902 | $3,231+763.5% | $2,727+923.1% | $4,660+498.8% |
| Participant deferral / active EE | $20,333 | $5,291+284.3% | $4,519+349.9% | $6,688+204.0% |
| Admin fee / account holder | $662 | $7,248-90.9% | $6,149-89.2% | $13,397-95.1% |