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 | $336,149 | $74,888+348.9% | $71,209+372.1% | $142,382+136.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.53% | 345.14%-325.6pp | 282.51%-263.0pp | 217.08%-197.5pp |
| Employer contribution / active EE | $6,277 | $2,854+119.9% | $2,721+130.7% | $4,299+46.0% |
| Participant deferral / active EE | $9,946 | $4,454+123.3% | $4,175+138.2% | $6,507+52.8% |
| Admin fee / account holder | $3,359 | $5,568-39.7% | $5,349-37.2% | $12,624-73.4% |