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 | $344,959 | $152,509+126.2% | $117,472+193.7% | $134,475+156.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | 11.82% | 52.99%-41.2pp | 29.74%-17.9pp | 417.96%-406.1pp |
| Employer contribution / active EE | $14,734 | $5,571+164.5% | $4,176+252.8% | $4,740+210.9% |
| Participant deferral / active EE | $4,100 | $4,818-14.9% | $4,070+0.7% | $6,400-35.9% |
| Admin fee / account holder | $4,753 | $7,004-32.1% | $5,645-15.8% | $11,426-58.4% |