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 | $264,987 | $107,334+146.9% | $92,893+185.3% | $152,861+73.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 19.14% | 145.58%-126.4pp | 109.41%-90.3pp | 345.32%-326.2pp |
| Employer contribution / active EE | $3,305 | $4,221-21.7% | $3,653-9.5% | $4,762-30.6% |
| Participant deferral / active EE | $9,811 | $4,845+102.5% | $4,236+131.6% | $5,850+67.7% |
| Admin fee / account holder | $1,535 | $7,079-78.3% | $5,794-73.5% | $11,596-86.8% |