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 | $325,280 | $95,416+240.9% | $185,823+75.0% | $85,850+278.9% |
| Participation rate | 96.1% | 68.8%+27.3pp | 81.7%+14.4pp | 69.3%+26.7pp |
| Annual return | 18.03% | 23.59%-5.6pp | 122.05%-104.0pp | 318.53%-300.5pp |
| Employer contribution / active EE | $11,382 | $3,314+243.5% | $5,167+120.3% | $2,565+343.7% |
| Participant deferral / active EE | $8,899 | $3,423+159.9% | $5,568+59.8% | $3,952+125.2% |
| Admin fee / account holder | $11,258 | $7,213+56.1% | $16,237-30.7% | $6,260+79.8% |