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 | $441,216 | $96,484+357.3% | $75,886+481.4% | $152,861+188.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 44.56% | 33.98%+10.6pp | 30.76%+13.8pp | 345.32%-300.8pp |
| Employer contribution / active EE | $11,865 | $3,309+258.5% | $2,500+374.5% | $4,762+149.2% |
| Participant deferral / active EE | $11,000 | $4,553+141.6% | $3,603+205.3% | $5,850+88.0% |
| Admin fee / account holder | $16,865 | $8,078+108.8% | $5,418+211.3% | $11,596+45.4% |