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 | $414,410 | $176,812+134.4% | $146,665+182.6% | $167,490+147.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.62% | 24.03%-11.4pp | 22.74%-10.1pp | 478.56%-465.9pp |
| Employer contribution / active EE | $10,900 | $5,160+111.2% | $4,136+163.5% | $4,837+125.3% |
| Participant deferral / active EE | $15,140 | $6,440+135.1% | $5,506+175.0% | $6,341+138.8% |
| Admin fee / account holder | $3,829 | $13,259-71.1% | $10,280-62.7% | $12,309-68.9% |