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 | $403,072 | $163,101+147.1% | $136,749+194.8% | $142,382+183.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 12.61% | 27.54%-14.9pp | 24.33%-11.7pp | 217.08%-204.5pp |
| Employer contribution / active EE | $15,153 | $4,117+268.1% | $3,400+345.7% | $4,299+252.5% |
| Participant deferral / active EE | $9,761 | $5,585+74.8% | $4,692+108.0% | $6,507+50.0% |
| Admin fee / account holder | $1,697 | $14,318-88.1% | $11,386-85.1% | $12,624-86.6% |