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 | $256,668 | $112,881+127.4% | $90,951+182.2% | $158,922+61.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 13.93% | 215.79%-201.9pp | 134.60%-120.7pp | 302.83%-288.9pp |
| Employer contribution / active EE | $1,698 | $2,893-41.3% | $2,122-20.0% | $4,761-64.3% |
| Participant deferral / active EE | $14,320 | $4,128+246.9% | $3,373+324.6% | $5,982+139.4% |
| Admin fee / account holder | $1,681 | $8,041-79.1% | $5,959-71.8% | $11,246-85.0% |