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 | $411,900 | $154,117+167.3% | $129,995+216.9% | $139,434+195.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 24.89% | 32.48%-7.6pp | -137.18%+162.1pp | 372.94%-348.1pp |
| Employer contribution / active EE | $22,262 | $5,289+320.9% | $4,320+415.4% | $4,751+368.6% |
| Participant deferral / active EE | $8,030 | $6,710+19.7% | $5,820+38.0% | $6,710+19.7% |
| Admin fee / account holder | $14,713 | $14,007+5.0% | $10,614+38.6% | $11,403+29.0% |