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 | $299,097 | $117,983+153.5% | $101,794+193.8% | $142,382+110.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 20.67% | 36.92%-16.2pp | 30.53%-9.9pp | 217.08%-196.4pp |
| Employer contribution / active EE | $13,598 | $2,773+390.4% | $2,289+494.1% | $4,299+216.3% |
| Participant deferral / active EE | $31,428 | $4,714+566.7% | $4,084+669.5% | $6,507+383.0% |
| Admin fee / account holder | $7,941 | $10,433-23.9% | $8,777-9.5% | $12,624-37.1% |