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 | $161,352+148.0% | $134,172+198.3% | $137,256+191.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 12.08% | 28.72%-16.6pp | 25.30%-13.2pp | 220.34%-208.3pp |
| Employer contribution / active EE | $19,327 | $4,099+371.5% | $3,420+465.1% | $4,156+365.0% |
| Participant deferral / active EE | $10,333 | $5,552+86.1% | $4,690+120.3% | $6,407+61.3% |
| Admin fee / account holder | $3,728 | $15,028-75.2% | $12,016-69.0% | $12,270-69.6% |