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 | $304,624 | $102,616+196.9% | $81,983+271.6% | $158,922+91.7% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.2%+5.8pp | 82.0%-7.0pp |
| Annual return | 88.28% | 61.04%+27.2pp | 41.31%+47.0pp | 302.83%-214.5pp |
| Employer contribution / active EE | $9,291 | $3,240+186.7% | $2,498+271.9% | $4,761+95.1% |
| Participant deferral / active EE | $17,989 | $4,648+287.0% | $3,722+383.3% | $5,982+200.7% |
| Admin fee / account holder | $8,657 | $8,235+5.1% | $5,664+52.8% | $11,246-23.0% |