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 | $454,890 | $183,592+147.8% | $155,567+192.4% | $145,959+211.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.09% | 61.24%-50.1pp | 64.74%-53.6pp | 561.95%-550.9pp |
| Employer contribution / active EE | $2,857 | $5,315-46.3% | $4,674-38.9% | $4,661-38.7% |
| Participant deferral / active EE | $16,278 | $6,464+151.8% | $5,628+189.2% | $6,689+143.4% |
| Admin fee / account holder | $3,849 | $19,318-80.1% | $15,916-75.8% | $13,398-71.3% |