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 | $359,818 | $179,726+100.2% | $156,263+130.3% | $142,382+152.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.61% | 77.86%-60.2pp | 59.47%-41.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $3,719 | $5,069-26.6% | $4,333-14.2% | $4,299-13.5% |
| Participant deferral / active EE | $7,975 | $6,956+14.7% | $6,158+29.5% | $6,507+22.6% |
| Admin fee / account holder | $45,227 | $17,272+161.8% | $14,255+217.3% | $12,624+258.3% |