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 | $293,086 | $102,616+185.6% | $81,983+257.5% | $158,922+84.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 35.56% | 61.04%-25.5pp | 41.31%-5.8pp | 302.83%-267.3pp |
| Employer contribution / active EE | $21,229 | $3,240+555.2% | $2,498+749.8% | $4,761+345.9% |
| Participant deferral / active EE | $5,843 | $4,648+25.7% | $3,722+57.0% | $5,982-2.3% |
| Admin fee / account holder | $8,833 | $8,235+7.3% | $5,664+55.9% | $11,246-21.5% |