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 | $453,430 | $97,125+366.9% | $86,233+425.8% | $137,256+230.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 13.98% | 74.19%-60.2pp | 61.39%-47.4pp | 220.34%-206.4pp |
| Employer contribution / active EE | $2,048 | $2,841-27.9% | $2,504-18.2% | $4,156-50.7% |
| Participant deferral / active EE | $7,680 | $5,180+48.3% | $4,559+68.5% | $6,407+19.9% |
| Admin fee / account holder | $1,738 | $9,725-82.1% | $8,342-79.2% | $12,270-85.8% |