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 | $412,123 | $185,822+121.8% | $169,993+142.4% | $139,434+195.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.32% | 60.50%-41.2pp | 53.37%-34.1pp | 372.94%-353.6pp |
| Employer contribution / active EE | $3,677 | $7,590-51.6% | $6,785-45.8% | $4,751-22.6% |
| Participant deferral / active EE | $6,441 | $11,622-44.6% | $10,408-38.1% | $6,710-4.0% |
| Admin fee / account holder | $9,134 | $15,381-40.6% | $12,815-28.7% | $11,403-19.9% |