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 | $256,043 | $104,907+144.1% | $84,611+202.6% | $152,861+67.5% |
| Participation rate | 76.5% | 74.8%+1.6pp | 68.2%+8.2pp | 82.4%-6.0pp |
| Annual return | 22.61% | 373.79%-351.2pp | 258.74%-236.1pp | 345.32%-322.7pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,383 | $4,688-6.5% | $3,899+12.4% | $5,850-25.1% |
| Admin fee / account holder | $18,843 | $6,241+201.9% | $4,912+283.6% | $11,596+62.5% |