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 | $334,252 | $114,381+192.2% | $107,525+210.9% | $142,382+134.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 21.80% | 242.71%-220.9pp | 181.32%-159.5pp | 217.08%-195.3pp |
| Employer contribution / active EE | $11,549 | $4,015+187.7% | $3,754+207.7% | $4,299+168.6% |
| Participant deferral / active EE | $9,393 | $5,564+68.8% | $5,116+83.6% | $6,507+44.3% |
| Admin fee / account holder | $313,859 | $9,860+3083.1% | $8,919+3419.1% | $12,624+2386.3% |