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 | $274,291 | $74,888+266.3% | $71,209+285.2% | $142,382+92.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.32% | 345.14%-328.8pp | 282.51%-266.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $21,534 | $2,854+654.4% | $2,721+691.4% | $4,299+400.9% |
| Participant deferral / active EE | $19,472 | $4,454+337.1% | $4,175+366.4% | $6,507+199.2% |
| Admin fee / account holder | $705 | $5,568-87.3% | $5,349-86.8% | $12,624-94.4% |