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 | $274,212 | $106,890+156.5% | $84,015+226.4% | $152,861+79.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 20.36% | 104.99%-84.6pp | 71.31%-51.0pp | 345.32%-325.0pp |
| Employer contribution / active EE | $3,678 | $2,734+34.5% | $1,983+85.4% | $4,762-22.8% |
| Participant deferral / active EE | $11,637 | $4,011+190.1% | $3,239+259.3% | $5,850+98.9% |
| Admin fee / account holder | $9,645 | $8,285+16.4% | $6,101+58.1% | $11,596-16.8% |