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 | $335,720 | $121,625+176.0% | $104,607+220.9% | $158,922+111.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 8.88% | 465.26%-456.4pp | 340.46%-331.6pp | 302.83%-293.9pp |
| Employer contribution / active EE | $2,053 | $3,163-35.1% | $2,681-23.4% | $4,761-56.9% |
| Participant deferral / active EE | $13,988 | $4,177+234.8% | $3,740+274.0% | $5,982+133.8% |
| Admin fee / account holder | $9,556 | $7,787+22.7% | $6,473+47.6% | $11,246-15.0% |