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 | $293,948 | $109,327+168.9% | $89,391+228.8% | $158,922+85.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 22.34% | 345.68%-323.3pp | 245.62%-223.3pp | 302.83%-280.5pp |
| Employer contribution / active EE | $1,813 | $3,170-42.8% | $2,586-29.9% | $4,761-61.9% |
| Participant deferral / active EE | $3,911 | $4,598-15.0% | $3,890+0.5% | $5,982-34.6% |
| Admin fee / account holder | $11,135 | $6,153+81.0% | $4,881+128.1% | $11,246-1.0% |