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 | $362,954 | $127,065+185.6% | $113,168+220.7% | $142,382+154.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.77% | 24.03%-9.3pp | 24.27%-9.5pp | 217.08%-202.3pp |
| Employer contribution / active EE | $3,745 | $3,442+8.8% | $2,975+25.9% | $4,299-12.9% |
| Participant deferral / active EE | $11,664 | $5,716+104.0% | $5,107+128.4% | $6,507+79.2% |
| Admin fee / account holder | $955 | $15,736-93.9% | $12,068-92.1% | $12,624-92.4% |