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 | $401,236 | $106,584+276.5% | $101,326+296.0% | $142,382+181.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 15.74% | 36.93%-21.2pp | 36.82%-21.1pp | 217.08%-201.3pp |
| Employer contribution / active EE | $9,336 | $3,956+136.0% | $3,665+154.7% | $4,299+117.2% |
| Participant deferral / active EE | $4,728 | $8,297-43.0% | $7,994-40.9% | $6,507-27.3% |
| Admin fee / account holder | $32,714 | $11,446+185.8% | $11,185+192.5% | $12,624+159.1% |