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 | $394,427 | $106,584+270.1% | $101,326+289.3% | $142,382+177.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 13.72% | 36.93%-23.2pp | 36.82%-23.1pp | 217.08%-203.4pp |
| Employer contribution / active EE | $6,562 | $3,956+65.9% | $3,665+79.0% | $4,299+52.6% |
| Participant deferral / active EE | $19,460 | $8,297+134.5% | $7,994+143.4% | $6,507+199.1% |
| Admin fee / account holder | $35,806 | $11,446+212.8% | $11,185+220.1% | $12,624+183.6% |