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 | $440,878 | $109,327+303.3% | $89,391+393.2% | $158,922+177.4% |
| Participation rate | 92.9% | 74.3%+18.6pp | 68.0%+24.9pp | 82.0%+10.9pp |
| Annual return | 22.26% | 345.68%-323.4pp | 245.62%-223.4pp | 302.83%-280.6pp |
| Employer contribution / active EE | $4,550 | $3,170+43.5% | $2,586+76.0% | $4,761-4.4% |
| Participant deferral / active EE | $11,602 | $4,598+152.3% | $3,890+198.3% | $5,982+93.9% |
| Admin fee / account holder | $6,549 | $6,153+6.4% | $4,881+34.2% | $11,246-41.8% |