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 | $375,416 | $185,822+102.0% | $169,993+120.8% | $139,434+169.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.46% | 60.50%-38.0pp | 53.37%-30.9pp | 372.94%-350.5pp |
| Employer contribution / active EE | $15,620 | $7,590+105.8% | $6,785+130.2% | $4,751+228.8% |
| Participant deferral / active EE | $9,574 | $11,622-17.6% | $10,408-8.0% | $6,710+42.7% |
| Admin fee / account holder | $4,732 | $15,381-69.2% | $12,815-63.1% | $11,403-58.5% |