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 | $270,982 | $95,971+182.4% | $74,550+263.5% | $135,375+100.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 7.87% | 56.96%-49.1pp | 32.53%-24.7pp | 519.73%-511.9pp |
| Employer contribution / active EE | $13,688 | $2,716+403.9% | $1,961+598.0% | $4,779+186.4% |
| Participant deferral / active EE | $8,500 | $3,843+121.2% | $3,108+173.5% | $5,609+51.5% |
| Admin fee / account holder | $918 | $6,522-85.9% | $5,060-81.9% | $10,827-91.5% |