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 | $268,507 | $121,625+120.8% | $104,607+156.7% | $158,922+69.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 23.28% | 465.26%-442.0pp | 340.46%-317.2pp | 302.83%-279.5pp |
| Employer contribution / active EE | $10,800 | $3,163+241.5% | $2,681+302.9% | $4,761+126.8% |
| Participant deferral / active EE | $10,229 | $4,177+144.9% | $3,740+173.5% | $5,982+71.0% |
| Admin fee / account holder | $3,122 | $7,787-59.9% | $6,473-51.8% | $11,246-72.2% |