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 | $284,531 | $113,339+151.0% | $94,993+199.5% | $147,584+92.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 24.58% | 20.77%+3.8pp | 27.12%-2.5pp | 578.55%-554.0pp |
| Employer contribution / active EE | $7,326 | $3,160+131.8% | $2,603+181.4% | $4,876+50.2% |
| Participant deferral / active EE | $9,132 | $3,777+141.8% | $3,317+175.3% | $5,439+67.9% |
| Admin fee / account holder | $1,131 | $6,063-81.3% | $4,960-77.2% | $10,885-89.6% |