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 | $370,220 | $106,890+246.4% | $84,015+340.7% | $152,861+142.2% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.4%-7.4pp |
| Annual return | 17.99% | 104.99%-87.0pp | 71.31%-53.3pp | 345.32%-327.3pp |
| Employer contribution / active EE | $2,836 | $2,734+3.7% | $1,983+43.0% | $4,762-40.5% |
| Participant deferral / active EE | $8,067 | $4,011+101.1% | $3,239+149.1% | $5,850+37.9% |
| Admin fee / account holder | $7,280 | $8,285-12.1% | $6,101+19.3% | $11,596-37.2% |