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 | $374,381 | $138,065+171.2% | $123,544+203.0% | $135,375+176.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 7.96% | 153.68%-145.7pp | 119.20%-111.2pp | 519.73%-511.8pp |
| Employer contribution / active EE | $4,767 | $5,151-7.5% | $4,628+3.0% | $4,779-0.2% |
| Participant deferral / active EE | $17,932 | $6,799+163.7% | $6,426+179.1% | $5,609+219.7% |
| Admin fee / account holder | $2,833 | $10,916-74.0% | $9,284-69.5% | $10,827-73.8% |