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 | $264,964 | $69,207+282.9% | $64,056+313.6% | $139,434+90.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.27% | 45.88%-25.6pp | 33.69%-13.4pp | 372.94%-352.7pp |
| Employer contribution / active EE | $10,201 | $3,182+220.6% | $2,747+271.4% | $4,751+114.7% |
| Participant deferral / active EE | $6,779 | $4,682+44.8% | $3,880+74.7% | $6,710+1.0% |
| Admin fee / account holder | $4,028 | $4,244-5.1% | $3,068+31.3% | $11,403-64.7% |