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 | $290,143 | $124,319+133.4% | $111,297+160.7% | $167,490+73.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 12.71% | 37.44%-24.7pp | 54.65%-41.9pp | 478.56%-465.8pp |
| Employer contribution / active EE | $3,261 | $3,435-5.1% | $2,731+19.4% | $4,837-32.6% |
| Participant deferral / active EE | $14,425 | $5,180+178.5% | $4,487+221.5% | $6,341+127.5% |
| Admin fee / account holder | $609 | $10,618-94.3% | $7,964-92.4% | $12,309-95.1% |