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 | $280,644 | $155,788+80.1% | $124,672+125.1% | $167,490+67.6% |
| Participation rate | 71.4% | 81.1%-9.7pp | 74.6%-3.2pp | 82.1%-10.7pp |
| Annual return | 13.35% | 17.97%-4.6pp | 5142.93%-5129.6pp | 478.56%-465.2pp |
| Employer contribution / active EE | $9,693 | $4,163+132.8% | $3,324+191.7% | $4,837+100.4% |
| Participant deferral / active EE | $10,355 | $5,673+82.5% | $4,614+124.4% | $6,341+63.3% |
| Admin fee / account holder | $2,334 | $9,531-75.5% | $7,493-68.9% | $12,309-81.0% |