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 7-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 | $425,972 | $163,101+161.2% | $136,749+211.5% | $142,382+199.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.69% | 27.54%-11.9pp | 24.33%-8.6pp | 217.08%-201.4pp |
| Employer contribution / active EE | $4,368 | $4,117+6.1% | $3,400+28.5% | $4,299+1.6% |
| Participant deferral / active EE | $28,813 | $5,585+415.9% | $4,692+514.1% | $6,507+342.8% |
| Admin fee / account holder | $54,862 | $14,318+283.2% | $11,386+381.8% | $12,624+334.6% |