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 | $275,834 | $98,750+179.3% | $149,696+84.3% | $79,858+245.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 23.09% | 27.43%-4.3pp | 276.60%-253.5pp | 31.71%-8.6pp |
| Employer contribution / active EE | $9,650 | $3,216+200.0% | $4,644+107.8% | $2,471+290.6% |
| Participant deferral / active EE | $9,153 | $5,680+61.1% | $6,842+33.8% | $3,740+144.7% |
| Admin fee / account holder | $2,130 | $6,053-64.8% | $9,309-77.1% | $5,306-59.9% |