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 | $313,007 | $202,432+54.6% | $169,368+84.8% | $139,434+124.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.37% | 531.74%-513.4pp | 405.60%-387.2pp | 372.94%-354.6pp |
| Employer contribution / active EE | $4,512 | $4,692-3.8% | $4,013+12.5% | $4,751-5.0% |
| Participant deferral / active EE | $22,549 | $6,938+225.0% | $6,221+262.4% | $6,710+236.0% |
| Admin fee / account holder | $2,248 | $10,708-79.0% | $9,003-75.0% | $11,403-80.3% |