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 | $287,490 | $105,126+173.5% | $94,646+203.8% | $139,434+106.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 15.76% | 38.03%-22.3pp | 156.71%-140.9pp | 372.94%-357.2pp |
| Employer contribution / active EE | $5,060 | $4,106+23.2% | $3,672+37.8% | $4,751+6.5% |
| Participant deferral / active EE | $10,929 | $7,599+43.8% | $7,418+47.3% | $6,710+62.9% |
| Admin fee / account holder | $1,306 | $8,984-85.5% | $7,231-81.9% | $11,403-88.5% |