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 | $286,053 | $100,773+183.9% | $88,946+221.6% | $142,382+100.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 14.54% | 70.18%-55.6pp | 57.82%-43.3pp | 217.08%-202.5pp |
| Employer contribution / active EE | $6,114 | $2,918+109.6% | $2,555+139.3% | $4,299+42.2% |
| Participant deferral / active EE | $19,420 | $5,230+271.3% | $4,581+323.9% | $6,507+198.4% |
| Admin fee / account holder | $1,310 | $9,693-86.5% | $8,261-84.1% | $12,624-89.6% |