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 | $400,230 | $163,101+145.4% | $136,749+192.7% | $142,382+181.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 12.08% | 27.54%-15.5pp | 24.33%-12.2pp | 217.08%-205.0pp |
| Employer contribution / active EE | $19,327 | $4,117+369.5% | $3,400+468.5% | $4,299+349.6% |
| Participant deferral / active EE | $10,333 | $5,585+85.0% | $4,692+120.2% | $6,507+58.8% |
| Admin fee / account holder | $3,728 | $14,318-74.0% | $11,386-67.3% | $12,624-70.5% |