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 | $359,470 | $176,812+103.3% | $146,665+145.1% | $167,490+114.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.75% | 24.03%-9.3pp | 22.74%-8.0pp | 478.56%-463.8pp |
| Employer contribution / active EE | $2,483 | $5,160-51.9% | $4,136-40.0% | $4,837-48.7% |
| Participant deferral / active EE | $8,648 | $6,440+34.3% | $5,506+57.1% | $6,341+36.4% |
| Admin fee / account holder | $16,672 | $13,259+25.7% | $10,280+62.2% | $12,309+35.4% |