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 | $500,143 | $104,251+379.8% | $91,001+449.6% | $147,584+238.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 18.64% | 27.06%-8.4pp | 4.60%+14.0pp | 578.55%-559.9pp |
| Employer contribution / active EE | $1,106 | $3,116-64.5% | $2,456-55.0% | $4,876-77.3% |
| Participant deferral / active EE | $12,792 | $4,195+204.9% | $3,547+260.6% | $5,439+135.2% |
| Admin fee / account holder | $7,305 | $8,948-18.4% | $5,417+34.9% | $10,885-32.9% |