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 | $264,822 | $107,015+147.5% | $73,545+260.1% | $147,584+79.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 16.45% | 38.25%-21.8pp | -15.16%+31.6pp | 578.55%-562.1pp |
| Employer contribution / active EE | $7,820 | $1,760+344.3% | $1,219+541.5% | $4,876+60.4% |
| Participant deferral / active EE | $2,605 | $2,462+5.8% | $1,806+44.3% | $5,439-52.1% |
| Admin fee / account holder | $376 | $3,055-87.7% | $2,320-83.8% | $10,885-96.5% |