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 | $267,555 | $107,934+147.9% | $91,989+190.9% | $152,861+75.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 22.48% | 89.24%-66.8pp | 69.02%-46.5pp | 345.32%-322.8pp |
| Employer contribution / active EE | $3,614 | $4,210-14.2% | $3,452+4.7% | $4,762-24.1% |
| Participant deferral / active EE | $13,741 | $6,364+115.9% | $5,923+132.0% | $5,850+134.9% |
| Admin fee / account holder | $7,966 | $10,520-24.3% | $7,743+2.9% | $11,596-31.3% |