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 6-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 | $345,894 | $102,966+235.9% | $90,281+283.1% | $152,861+126.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 20.53% | 95.16%-74.6pp | 78.10%-57.6pp | 345.32%-324.8pp |
| Employer contribution / active EE | $4,629 | $3,139+47.5% | $2,854+62.2% | $4,762-2.8% |
| Participant deferral / active EE | $19,357 | $4,281+352.1% | $3,885+398.2% | $5,850+230.9% |
| Admin fee / account holder | $6,676 | $6,171+8.2% | $5,351+24.8% | $11,596-42.4% |