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 | $449,315 | $110,261+307.5% | $95,745+369.3% | $139,434+222.2% |
| Participation rate | 87.5% | 75.8%+11.7pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 17.48% | 27.11%-9.6pp | 28.35%-10.9pp | 372.94%-355.5pp |
| Employer contribution / active EE | $20,004 | $3,257+514.1% | $2,835+605.7% | $4,751+321.1% |
| Participant deferral / active EE | $15,320 | $4,676+227.6% | $4,245+260.9% | $6,710+128.3% |
| Admin fee / account holder | $23,989 | $6,613+262.7% | $5,678+322.5% | $11,403+110.4% |