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 | $395,499 | $152,587+159.2% | $125,175+216.0% | $152,861+158.7% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.4%+0.9pp |
| Annual return | 19.74% | 54.84%-35.1pp | 43.79%-24.0pp | 345.32%-325.6pp |
| Employer contribution / active EE | $15,733 | $4,946+218.1% | $3,865+307.0% | $4,762+230.4% |
| Participant deferral / active EE | $7,650 | $5,868+30.4% | $4,937+55.0% | $5,850+30.8% |
| Admin fee / account holder | $3,184 | $13,434-76.3% | $9,702-67.2% | $11,596-72.5% |