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 | $386,063 | $102,616+276.2% | $81,983+370.9% | $158,922+142.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 40.11% | 61.04%-20.9pp | 41.31%-1.2pp | 302.83%-262.7pp |
| Employer contribution / active EE | $27,537 | $3,240+749.9% | $2,498+1002.4% | $4,761+478.4% |
| Participant deferral / active EE | $18,032 | $4,648+288.0% | $3,722+384.5% | $5,982+201.4% |
| Admin fee / account holder | $9,353 | $8,235+13.6% | $5,664+65.1% | $11,246-16.8% |