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 | $362,051 | $94,625+282.6% | $116,228+211.5% | $84,808+326.9% |
| Participation rate | 94.8% | 70.4%+24.4pp | 74.6%+20.3pp | 68.3%+26.5pp |
| Annual return | 12.59% | 20.40%-7.8pp | 90.06%-77.5pp | 40.90%-28.3pp |
| Employer contribution / active EE | $4,925 | $2,347+109.9% | $2,994+64.5% | $2,631+87.2% |
| Participant deferral / active EE | $9,943 | $3,972+150.3% | $4,953+100.7% | $4,212+136.1% |
| Admin fee / account holder | $54,462 | $10,091+439.7% | $11,989+354.3% | $7,344+641.6% |