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 | $275,526 | $107,015+157.5% | $73,545+274.6% | $147,584+86.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 13.96% | 38.25%-24.3pp | -15.16%+29.1pp | 578.55%-564.6pp |
| Employer contribution / active EE | $5,438 | $1,760+209.0% | $1,219+346.1% | $4,876+11.5% |
| Participant deferral / active EE | $6,277 | $2,462+155.0% | $1,806+247.6% | $5,439+15.4% |
| Admin fee / account holder | $74,225 | $3,055+2329.5% | $2,320+3099.8% | $10,885+581.9% |