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 | $333,157 | $117,983+182.4% | $101,794+227.3% | $142,382+134.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 11.81% | 36.92%-25.1pp | 30.53%-18.7pp | 217.08%-205.3pp |
| Employer contribution / active EE | $7,873 | $2,773+183.9% | $2,289+243.9% | $4,299+83.1% |
| Participant deferral / active EE | $13,822 | $4,714+193.2% | $4,084+238.4% | $6,507+112.4% |
| Admin fee / account holder | $50,870 | $10,433+387.6% | $8,777+479.6% | $12,624+303.0% |