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 | $373,607 | $154,117+142.4% | $129,995+187.4% | $139,434+167.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.71% | 32.48%-19.8pp | -137.18%+149.9pp | 372.94%-360.2pp |
| Employer contribution / active EE | $10,570 | $5,289+99.9% | $4,320+144.7% | $4,751+122.5% |
| Participant deferral / active EE | $17,948 | $6,710+167.5% | $5,820+208.4% | $6,710+167.5% |
| Admin fee / account holder | $2,016 | $14,007-85.6% | $10,614-81.0% | $11,403-82.3% |