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 | $458,171 | $99,877+358.7% | $84,966+439.2% | $145,922+214.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.98% | 83.76%-72.8pp | 66.38%-55.4pp | 561.29%-550.3pp |
| Employer contribution / active EE | $22,368 | $3,231+592.2% | $2,727+720.2% | $4,660+380.0% |
| Participant deferral / active EE | $23,451 | $5,291+343.3% | $4,519+418.9% | $6,688+250.7% |
| Admin fee / account holder | $6,024 | $7,248-16.9% | $6,149-2.0% | $13,397-55.0% |