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 | $270,775 | $148,534+82.3% | $135,903+99.2% | $139,434+94.2% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 25.15% | 79.19%-54.0pp | 68.23%-43.1pp | 372.94%-347.8pp |
| Employer contribution / active EE | $24,141 | $5,243+360.4% | $4,856+397.1% | $4,751+408.1% |
| Participant deferral / active EE | $17,500 | $8,100+116.0% | $7,758+125.6% | $6,710+160.8% |
| Admin fee / account holder | $10,103 | $12,400-18.5% | $10,762-6.1% | $11,403-11.4% |