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 | $262,700 | $112,881+132.7% | $90,951+188.8% | $158,922+65.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 11.56% | 215.79%-204.2pp | 134.60%-123.0pp | 302.83%-291.3pp |
| Employer contribution / active EE | $3,062 | $2,893+5.8% | $2,122+44.3% | $4,761-35.7% |
| Participant deferral / active EE | $7,112 | $4,128+72.3% | $3,373+110.9% | $5,982+18.9% |
| Admin fee / account holder | $8,454 | $8,041+5.1% | $5,959+41.9% | $11,246-24.8% |