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 | $441,958 | $84,696+421.8% | $75,696+483.9% | $167,490+163.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 22.01% | 199.36%-177.4pp | 104.53%-82.5pp | 478.56%-456.6pp |
| Employer contribution / active EE | $9,261 | $3,230+186.8% | $2,743+237.7% | $4,837+91.4% |
| Participant deferral / active EE | $16,503 | $4,580+260.4% | $3,821+331.9% | $6,341+160.3% |
| Admin fee / account holder | $10,781 | $5,355+101.3% | $3,619+197.9% | $12,309-12.4% |