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 | $348,185 | $176,377+97.4% | $134,143+159.6% | $158,922+119.1% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 8.38% | 63.63%-55.2pp | 36.33%-27.9pp | 302.83%-294.4pp |
| Employer contribution / active EE | $18,109 | $5,040+259.3% | $3,704+388.9% | $4,761+280.3% |
| Participant deferral / active EE | $6,500 | $4,091+58.9% | $3,499+85.8% | $5,982+8.7% |
| Admin fee / account holder | $4,786 | $8,718-45.1% | $6,684-28.4% | $11,246-57.4% |