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 | $265,140 | $112,881+134.9% | $90,951+191.5% | $158,922+66.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 5.55% | 215.79%-210.2pp | 134.60%-129.1pp | 302.83%-297.3pp |
| Employer contribution / active EE | $4,946 | $2,893+71.0% | $2,122+133.1% | $4,761+3.9% |
| Participant deferral / active EE | $5,134 | $4,128+24.4% | $3,373+52.2% | $5,982-14.2% |
| Admin fee / account holder | $12,812 | $8,041+59.3% | $5,959+115.0% | $11,246+13.9% |