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 | $422,870 | $99,877+323.4% | $84,966+397.7% | $145,922+189.8% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 17.39% | 83.76%-66.4pp | 66.38%-49.0pp | 561.29%-543.9pp |
| Employer contribution / active EE | $6,183 | $3,231+91.3% | $2,727+126.7% | $4,660+32.7% |
| Participant deferral / active EE | $12,179 | $5,291+130.2% | $4,519+169.5% | $6,688+82.1% |
| Admin fee / account holder | $5,827 | $7,248-19.6% | $6,149-5.2% | $13,397-56.5% |