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 | $497,412 | $179,726+176.8% | $156,263+218.3% | $142,382+249.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 19.62% | 77.86%-58.2pp | 59.47%-39.9pp | 217.08%-197.5pp |
| Employer contribution / active EE | $9,698 | $5,069+91.3% | $4,333+123.8% | $4,299+125.6% |
| Participant deferral / active EE | $10,298 | $6,956+48.0% | $6,158+67.2% | $6,507+58.3% |
| Admin fee / account holder | $1,042 | $17,272-94.0% | $14,255-92.7% | $12,624-91.7% |