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 | $393,422 | $117,841+233.9% | $102,423+284.1% | $145,922+169.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 23.44% | 31.65%-8.2pp | 29.32%-5.9pp | 561.29%-537.8pp |
| Employer contribution / active EE | $2,340 | $3,615-35.3% | $3,023-22.6% | $4,660-49.8% |
| Participant deferral / active EE | $4,243 | $5,731-26.0% | $5,053-16.0% | $6,688-36.6% |
| Admin fee / account holder | $55,654 | $13,326+317.6% | $9,451+488.9% | $13,397+315.4% |