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 | $466,434 | $214,378+117.6% | $200,582+132.5% | $142,382+227.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 27.13% | 46.41%-19.3pp | 42.33%-15.2pp | 217.08%-189.9pp |
| Employer contribution / active EE | $5,353 | $6,841-21.7% | $6,419-16.6% | $4,299+24.5% |
| Participant deferral / active EE | $7,441 | $9,865-24.6% | $9,331-20.3% | $6,507+14.4% |
| Admin fee / account holder | $13,449 | $17,692-24.0% | $16,305-17.5% | $12,624+6.5% |