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 | $315,120 | $111,535+182.5% | $105,223+199.5% | $137,256+129.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.12% | 237.85%-222.7pp | 180.65%-165.5pp | 220.34%-205.2pp |
| Employer contribution / active EE | $46,769 | $3,939+1087.2% | $3,689+1168.0% | $4,156+1025.3% |
| Participant deferral / active EE | $30,350 | $5,500+451.8% | $5,072+498.4% | $6,407+373.7% |
| Admin fee / account holder | $2,695 | $9,721-72.3% | $8,859-69.6% | $12,270-78.0% |