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 | $451,763 | $185,822+143.1% | $169,993+165.8% | $139,434+224.0% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 38.90% | 60.50%-21.6pp | 53.37%-14.5pp | 372.94%-334.0pp |
| Employer contribution / active EE | $3,535 | $7,590-53.4% | $6,785-47.9% | $4,751-25.6% |
| Participant deferral / active EE | $14,428 | $11,622+24.1% | $10,408+38.6% | $6,710+115.0% |
| Admin fee / account holder | $2,000 | $15,381-87.0% | $12,815-84.4% | $11,403-82.5% |