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 | $308,662 | $112,096+175.4% | $95,952+221.7% | $158,922+94.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.63% | 171.09%-156.5pp | 91.61%-77.0pp | 302.83%-288.2pp |
| Employer contribution / active EE | $14,055 | $3,198+339.5% | $2,541+453.1% | $4,761+195.2% |
| Participant deferral / active EE | $13,739 | $4,784+187.2% | $4,167+229.7% | $5,982+129.7% |
| Admin fee / account holder | $3,241 | $10,130-68.0% | $6,795-52.3% | $11,246-71.2% |