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 | $292,096 | $228,332+27.9% | $185,823+57.2% | $158,922+83.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 15.77% | 40.80%-25.0pp | 35.95%-20.2pp | 302.83%-287.1pp |
| Employer contribution / active EE | $4,256 | $4,967-14.3% | $4,087+4.1% | $4,761-10.6% |
| Participant deferral / active EE | $4,256 | $6,415-33.7% | $5,632-24.4% | $5,982-28.9% |
| Admin fee / account holder | $1,364 | $11,864-88.5% | $9,500-85.6% | $11,246-87.9% |