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 | $270,435 | $109,327+147.4% | $89,391+202.5% | $158,922+70.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 17.42% | 345.68%-328.3pp | 245.62%-228.2pp | 302.83%-285.4pp |
| Employer contribution / active EE | $7,125 | $3,170+124.8% | $2,586+175.6% | $4,761+49.6% |
| Participant deferral / active EE | $6,729 | $4,598+46.3% | $3,890+73.0% | $5,982+12.5% |
| Admin fee / account holder | $8,985 | $6,153+46.0% | $4,881+84.1% | $11,246-20.1% |