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 | $431,912 | $114,381+277.6% | $107,525+301.7% | $142,382+203.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 28.86% | 242.71%-213.9pp | 181.32%-152.5pp | 217.08%-188.2pp |
| Employer contribution / active EE | $2,189 | $4,015-45.5% | $3,754-41.7% | $4,299-49.1% |
| Participant deferral / active EE | $15,523 | $5,564+179.0% | $5,116+203.4% | $6,507+138.5% |
| Admin fee / account holder | $2,977 | $9,860-69.8% | $8,919-66.6% | $12,624-76.4% |