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 4-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 | $301,945 | $111,535+170.7% | $105,223+187.0% | $137,256+120.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.82% | 237.85%-224.0pp | 180.65%-166.8pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,519 | $3,939-61.4% | $3,689-58.8% | $4,156-63.5% |
| Participant deferral / active EE | $8,748 | $5,500+59.1% | $5,072+72.5% | $6,407+36.5% |
| Admin fee / account holder | $2,571 | $9,721-73.6% | $8,859-71.0% | $12,270-79.1% |