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 | $364,514 | $178,174+104.6% | $156,181+133.4% | $137,256+165.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 17.02% | 84.19%-67.2pp | 64.87%-47.9pp | 220.34%-203.3pp |
| Employer contribution / active EE | $2,607 | $4,972-47.6% | $4,294-39.3% | $4,156-37.3% |
| Participant deferral / active EE | $6,768 | $6,888-1.7% | $6,132+10.4% | $6,407+5.6% |
| Admin fee / account holder | $4,125 | $17,404-76.3% | $14,586-71.7% | $12,270-66.4% |