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 | $262,329 | $85,766+205.9% | $136,294+92.5% | $70,131+274.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.57% | 31.45%-16.9pp | 5155.94%-5141.4pp | 73.14%-58.6pp |
| Employer contribution / active EE | $10,428 | $2,966+251.6% | $4,695+122.1% | $2,342+345.2% |
| Participant deferral / active EE | $12,118 | $5,051+139.9% | $6,247+94.0% | $3,332+263.7% |
| Admin fee / account holder | $19,716 | $5,420+263.7% | $9,243+113.3% | $4,645+324.4% |