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 | $252,444 | $97,125+159.9% | $86,233+192.7% | $137,256+83.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 17.68% | 74.19%-56.5pp | 61.39%-43.7pp | 220.34%-202.7pp |
| Employer contribution / active EE | $9,883 | $2,841+247.8% | $2,504+294.6% | $4,156+137.8% |
| Participant deferral / active EE | $13,216 | $5,180+155.1% | $4,559+189.9% | $6,407+106.3% |
| Admin fee / account holder | $5,346 | $9,725-45.0% | $8,342-35.9% | $12,270-56.4% |