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 | $301,033 | $110,502+172.4% | $80,716+273.0% | $167,490+79.7% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 8.17% | 120.54%-112.4pp | 87.28%-79.1pp | 478.56%-470.4pp |
| Employer contribution / active EE | $1,939 | $1,543+25.7% | $1,160+67.1% | $4,837-59.9% |
| Participant deferral / active EE | $239 | $2,871-91.7% | $2,146-88.8% | $6,341-96.2% |
| Admin fee / account holder | $10,908 | $4,545+140.0% | $3,380+222.8% | $12,309-11.4% |