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 | $448,622 | $140,940+218.3% | $112,229+299.7% | $139,434+221.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 22.00% | 32.71%-10.7pp | 30.20%-8.2pp | 372.94%-350.9pp |
| Employer contribution / active EE | $2,823 | $4,283-34.1% | $3,430-17.7% | $4,751-40.6% |
| Participant deferral / active EE | $20,000 | $5,874+240.5% | $4,798+316.9% | $6,710+198.1% |
| Admin fee / account holder | $11,645 | $9,954+17.0% | $7,748+50.3% | $11,403+2.1% |