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 | $318,692 | $140,940+126.1% | $112,229+184.0% | $139,434+128.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.51% | 32.71%-12.2pp | 30.20%-9.7pp | 372.94%-352.4pp |
| Employer contribution / active EE | $6,587 | $4,283+53.8% | $3,430+92.0% | $4,751+38.7% |
| Participant deferral / active EE | $10,534 | $5,874+79.3% | $4,798+119.6% | $6,710+57.0% |
| Admin fee / account holder | $1,231 | $9,954-87.6% | $7,748-84.1% | $11,403-89.2% |