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 | $451,689 | $98,240+359.8% | $82,313+448.7% | $147,584+206.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.32% | 30.85%-15.5pp | 25.88%-10.6pp | 578.55%-563.2pp |
| Employer contribution / active EE | $4,393 | $3,192+37.6% | $2,428+80.9% | $4,876-9.9% |
| Participant deferral / active EE | $4,226 | $4,383-3.6% | $3,706+14.0% | $5,439-22.3% |
| Admin fee / account holder | $12,252 | $8,563+43.1% | $5,608+118.5% | $10,885+12.6% |