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 | $335,884 | $99,652+237.1% | $78,778+326.4% | $147,584+127.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 16.74% | 47.28%-30.5pp | 35.62%-18.9pp | 578.55%-561.8pp |
| Employer contribution / active EE | $9,967 | $2,796+256.5% | $1,986+401.9% | $4,876+104.4% |
| Participant deferral / active EE | $6,000 | $3,664+63.8% | $2,958+102.8% | $5,439+10.3% |
| Admin fee / account holder | $17,411 | $7,155+143.3% | $5,134+239.1% | $10,885+60.0% |