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 | $402,902 | $227,553+77.1% | $189,557+112.5% | $167,490+140.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 12.55% | 78.40%-65.8pp | 64.17%-51.6pp | 478.56%-466.0pp |
| Employer contribution / active EE | $13,263 | $5,316+149.5% | $4,412+200.6% | $4,837+174.2% |
| Participant deferral / active EE | $8,250 | $7,002+17.8% | $6,174+33.6% | $6,341+30.1% |
| Admin fee / account holder | $10,635 | $11,878-10.5% | $9,807+8.4% | $12,309-13.6% |