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 | $338,174 | $103,376+227.1% | $87,100+288.3% | $152,861+121.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 25.48% | 28.10%-2.6pp | 28.19%-2.7pp | 345.32%-319.8pp |
| Employer contribution / active EE | $10,966 | $3,220+240.5% | $2,521+334.9% | $4,762+130.3% |
| Participant deferral / active EE | $9,551 | $4,778+99.9% | $4,049+135.9% | $5,850+63.3% |
| Admin fee / account holder | $2,472 | $12,205-79.7% | $7,497-67.0% | $11,596-78.7% |