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 | $440,583 | $81,632+439.7% | $70,449+525.4% | $158,922+177.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 7.60% | 208.40%-200.8pp | 109.03%-101.4pp | 302.83%-295.2pp |
| Employer contribution / active EE | $2,708 | $3,217-15.8% | $2,737-1.0% | $4,761-43.1% |
| Participant deferral / active EE | $4,524 | $4,554-0.7% | $3,709+22.0% | $5,982-24.4% |
| Admin fee / account holder | $68,253 | $6,193+1002.2% | $3,845+1675.0% | $11,246+506.9% |