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 | $385,155 | $99,652+286.5% | $78,778+388.9% | $147,584+161.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 12.45% | 47.28%-34.8pp | 35.62%-23.2pp | 578.55%-566.1pp |
| Employer contribution / active EE | $2,062 | $2,796-26.2% | $1,986+3.9% | $4,876-57.7% |
| Participant deferral / active EE | $7,875 | $3,664+115.0% | $2,958+166.2% | $5,439+44.8% |
| Admin fee / account holder | $6,298 | $7,155-12.0% | $5,134+22.7% | $10,885-42.1% |