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 | $585,150 | $109,327+435.2% | $89,391+554.6% | $158,922+268.2% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.0%+7.0pp | 82.0%-7.0pp |
| Annual return | 12.85% | 345.68%-332.8pp | 245.62%-232.8pp | 302.83%-290.0pp |
| Employer contribution / active EE | $4,231 | $3,170+33.5% | $2,586+63.6% | $4,761-11.1% |
| Participant deferral / active EE | $12,717 | $4,598+176.6% | $3,890+226.9% | $5,982+112.6% |
| Admin fee / account holder | $1,233 | $6,153-80.0% | $4,881-74.7% | $11,246-89.0% |