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 | $418,012 | $124,319+236.2% | $111,297+275.6% | $167,490+149.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 18.76% | 37.44%-18.7pp | 54.65%-35.9pp | 478.56%-459.8pp |
| Employer contribution / active EE | $7,738 | $3,435+125.2% | $2,731+183.3% | $4,837+59.9% |
| Participant deferral / active EE | $7,100 | $5,180+37.1% | $4,487+58.2% | $6,341+12.0% |
| Admin fee / account holder | $1,836 | $10,618-82.7% | $7,964-76.9% | $12,309-85.1% |