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 | $383,502 | $117,841+225.4% | $102,423+274.4% | $145,922+162.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.56% | 31.65%-19.1pp | 29.32%-16.8pp | 561.29%-548.7pp |
| Employer contribution / active EE | $12,484 | $3,615+245.4% | $3,023+312.9% | $4,660+167.9% |
| Participant deferral / active EE | $12,795 | $5,731+123.3% | $5,053+153.2% | $6,688+91.3% |
| Admin fee / account holder | $1,837 | $13,326-86.2% | $9,451-80.6% | $13,397-86.3% |