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 | $415,490 | $183,592+126.3% | $155,567+167.1% | $145,959+184.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.16% | 61.24%-47.1pp | 64.74%-50.6pp | 561.95%-547.8pp |
| Employer contribution / active EE | $4,520 | $5,315-15.0% | $4,674-3.3% | $4,661-3.0% |
| Participant deferral / active EE | $4,539 | $6,464-29.8% | $5,628-19.3% | $6,689-32.1% |
| Admin fee / account holder | $5,989 | $19,318-69.0% | $15,916-62.4% | $13,398-55.3% |