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 | $284,715 | $104,974+171.2% | $95,585+197.9% | $142,382+100.0% |
| Participation rate | 77.8% | 75.0%+2.8pp | 72.1%+5.7pp | 80.1%-2.3pp |
| Annual return | 13.53% | 210.33%-196.8pp | 38.56%-25.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $6,185 | $2,779+122.6% | $2,527+144.8% | $4,299+43.9% |
| Participant deferral / active EE | $7,644 | $4,352+75.6% | $4,023+90.0% | $6,507+17.5% |
| Admin fee / account holder | $10,548 | $6,386+65.2% | $6,127+72.1% | $12,624-16.4% |