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 | $312,637 | $107,334+191.3% | $92,893+236.6% | $152,861+104.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 30.27% | 145.58%-115.3pp | 109.41%-79.1pp | 345.32%-315.0pp |
| Employer contribution / active EE | $5,184 | $4,221+22.8% | $3,653+41.9% | $4,762+8.8% |
| Participant deferral / active EE | $10,425 | $4,845+115.2% | $4,236+146.1% | $5,850+78.2% |
| Admin fee / account holder | $557 | $7,079-92.1% | $5,794-90.4% | $11,596-95.2% |