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 | $264,789 | $112,881+134.6% | $90,951+191.1% | $158,922+66.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 10.02% | 215.79%-205.8pp | 134.60%-124.6pp | 302.83%-292.8pp |
| Employer contribution / active EE | $2,870 | $2,893-0.8% | $2,122+35.3% | $4,761-39.7% |
| Participant deferral / active EE | $8,300 | $4,128+101.1% | $3,373+146.1% | $5,982+38.7% |
| Admin fee / account holder | $106,084 | $8,041+1219.3% | $5,959+1680.4% | $11,246+843.3% |