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 | $272,693 | $92,703+194.2% | $82,719+229.7% | $134,475+102.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 12.85% | 944.92%-932.1pp | 701.18%-688.3pp | 417.96%-405.1pp |
| Employer contribution / active EE | $5,912 | $3,274+80.6% | $3,009+96.5% | $4,740+24.7% |
| Participant deferral / active EE | $10,847 | $4,802+125.9% | $4,395+146.8% | $6,400+69.5% |
| Admin fee / account holder | $3,196 | $5,983-46.6% | $5,329-40.0% | $11,426-72.0% |