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 | $396,039 | $167,307+136.7% | $143,757+175.5% | $134,475+194.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 17.47% | 0.46%+17.0pp | -0.04%+17.5pp | 417.96%-400.5pp |
| Employer contribution / active EE | $10,668 | $5,619+89.9% | $4,951+115.5% | $4,740+125.1% |
| Participant deferral / active EE | $12,320 | $6,446+91.1% | $5,637+118.6% | $6,400+92.5% |
| Admin fee / account holder | $2,837 | $18,088-84.3% | $14,673-80.7% | $11,426-75.2% |