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 | $400,987 | $117,841+240.3% | $102,423+291.5% | $145,922+174.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.21% | 31.65%-18.4pp | 29.32%-16.1pp | 561.29%-548.1pp |
| Employer contribution / active EE | $3,819 | $3,615+5.6% | $3,023+26.3% | $4,660-18.0% |
| Participant deferral / active EE | $15,434 | $5,731+169.3% | $5,053+205.4% | $6,688+130.8% |
| Admin fee / account holder | $1,026 | $13,326-92.3% | $9,451-89.1% | $13,397-92.3% |