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 | $380,201 | $102,616+270.5% | $81,983+363.8% | $158,922+139.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 14.57% | 61.04%-46.5pp | 41.31%-26.7pp | 302.83%-288.3pp |
| Employer contribution / active EE | $5,540 | $3,240+71.0% | $2,498+121.8% | $4,761+16.4% |
| Participant deferral / active EE | $14,250 | $4,648+206.6% | $3,722+282.9% | $5,982+138.2% |
| Admin fee / account holder | $40,577 | $8,235+392.8% | $5,664+616.4% | $11,246+260.8% |