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 | $326,081 | $157,256+107.4% | $141,162+131.0% | $152,861+113.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 14.62% | 64.32%-49.7pp | 71.39%-56.8pp | 345.32%-330.7pp |
| Employer contribution / active EE | $4,601 | $5,261-12.5% | $4,735-2.8% | $4,762-3.4% |
| Participant deferral / active EE | $27,698 | $7,109+289.6% | $6,709+312.9% | $5,850+373.5% |
| Admin fee / account holder | $3,851 | $12,120-68.2% | $10,261-62.5% | $11,596-66.8% |