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 | $272,009 | $106,890+154.5% | $84,015+223.8% | $152,861+77.9% |
| Participation rate | 76.9% | 75.2%+1.7pp | 69.0%+7.9pp | 82.4%-5.5pp |
| Annual return | 26.70% | 104.99%-78.3pp | 71.31%-44.6pp | 345.32%-318.6pp |
| Employer contribution / active EE | $12,244 | $2,734+347.8% | $1,983+517.3% | $4,762+157.1% |
| Participant deferral / active EE | $9,448 | $4,011+135.5% | $3,239+191.7% | $5,850+61.5% |
| Admin fee / account holder | $1,351 | $8,285-83.7% | $6,101-77.9% | $11,596-88.4% |