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 | $305,806 | $99,985+205.9% | $146,665+108.5% | $85,850+256.2% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 13.32% | 18.93%-5.6pp | 22.74%-9.4pp | 318.53%-305.2pp |
| Employer contribution / active EE | $6,818 | $2,559+166.5% | $4,136+64.8% | $2,565+165.8% |
| Participant deferral / active EE | $7,374 | $4,006+84.1% | $5,506+33.9% | $3,952+86.6% |
| Admin fee / account holder | $11,206 | $7,702+45.5% | $10,280+9.0% | $6,260+79.0% |