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 | $278,600 | $180,749+54.1% | $160,784+73.3% | $137,256+103.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 15.19% | 2234.46%-2219.3pp | 1803.92%-1788.7pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,825 | $4,155-56.1% | $3,733-51.1% | $4,156-56.1% |
| Participant deferral / active EE | $9,200 | $6,844+34.4% | $6,293+46.2% | $6,407+43.6% |
| Admin fee / account holder | $1,121 | $10,397-89.2% | $9,717-88.5% | $12,270-90.9% |