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 | $668,101 | $152,587+337.8% | $125,175+433.7% | $152,861+337.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 18.63% | 54.84%-36.2pp | 43.79%-25.2pp | 345.32%-326.7pp |
| Employer contribution / active EE | $4,199 | $4,946-15.1% | $3,865+8.6% | $4,762-11.8% |
| Participant deferral / active EE | $15,667 | $5,868+167.0% | $4,937+217.3% | $5,850+167.8% |
| Admin fee / account holder | $10,395 | $13,434-22.6% | $9,702+7.1% | $11,596-10.4% |