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 | $452,455 | $102,616+340.9% | $81,983+451.9% | $158,922+184.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 8.33% | 61.04%-52.7pp | 41.31%-33.0pp | 302.83%-294.5pp |
| Employer contribution / active EE | $23,333 | $3,240+620.2% | $2,498+834.1% | $4,761+390.1% |
| Participant deferral / active EE | $11,055 | $4,648+137.8% | $3,722+197.0% | $5,982+84.8% |
| Admin fee / account holder | $1,014 | $8,235-87.7% | $5,664-82.1% | $11,246-91.0% |