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 | $906,334 | $111,814+710.6% | $93,654+867.7% | $145,959+521.0% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.9pp |
| Annual return | 16.12% | 203.30%-187.2pp | 133.34%-117.2pp | 561.95%-545.8pp |
| Employer contribution / active EE | $1,436 | $3,092-53.6% | $2,421-40.7% | $4,661-69.2% |
| Participant deferral / active EE | $15,475 | $4,914+214.9% | $4,413+250.7% | $6,689+131.4% |
| Admin fee / account holder | $28,337 | $10,246+176.6% | $8,282+242.1% | $13,398+111.5% |