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 | $283,096 | $111,535+153.8% | $105,223+169.0% | $137,256+106.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.31% | 237.85%-224.5pp | 180.65%-167.3pp | 220.34%-207.0pp |
| Employer contribution / active EE | $2,934 | $3,939-25.5% | $3,689-20.4% | $4,156-29.4% |
| Participant deferral / active EE | $15,847 | $5,500+188.1% | $5,072+212.5% | $6,407+147.4% |
| Admin fee / account holder | $4,418 | $9,721-54.6% | $8,859-50.1% | $12,270-64.0% |