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 | $354,038 | $167,307+111.6% | $143,757+146.3% | $134,475+163.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 3.14% | 0.46%+2.7pp | -0.04%+3.2pp | 417.96%-414.8pp |
| Employer contribution / active EE | $58,000 | $5,619+932.2% | $4,951+1071.5% | $4,740+1123.7% |
| Participant deferral / active EE | $2,364 | $6,446-63.3% | $5,637-58.1% | $6,400-63.1% |
| Admin fee / account holder | $337 | $18,088-98.1% | $14,673-97.7% | $11,426-97.0% |