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 | $436,253 | $118,680+267.6% | $98,907+341.1% | $158,922+174.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 10.93% | 372.35%-361.4pp | 196.43%-185.5pp | 302.83%-291.9pp |
| Employer contribution / active EE | $14,291 | $3,333+328.8% | $2,689+431.5% | $4,761+200.1% |
| Participant deferral / active EE | $4,861 | $5,088-4.5% | $4,244+14.5% | $5,982-18.7% |
| Admin fee / account holder | $8,130 | $10,131-19.8% | $6,642+22.4% | $11,246-27.7% |