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 | $442,207 | $132,634+233.4% | $115,768+282.0% | $137,256+222.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 14.35% | 160.70%-146.3pp | 100.46%-86.1pp | 220.34%-206.0pp |
| Employer contribution / active EE | $2,900 | $3,360-13.7% | $2,940-1.3% | $4,156-30.2% |
| Participant deferral / active EE | $10,769 | $5,619+91.7% | $4,917+119.0% | $6,407+68.1% |
| Admin fee / account holder | $7,192 | $15,028-52.1% | $12,439-42.2% | $12,270-41.4% |