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 | $334,760 | $127,065+163.5% | $113,168+195.8% | $142,382+135.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 11.46% | 24.03%-12.6pp | 24.27%-12.8pp | 217.08%-205.6pp |
| Employer contribution / active EE | $5,658 | $3,442+64.4% | $2,975+90.2% | $4,299+31.6% |
| Participant deferral / active EE | $14,404 | $5,716+152.0% | $5,107+182.0% | $6,507+121.3% |
| Admin fee / account holder | $1,673 | $15,736-89.4% | $12,068-86.1% | $12,624-86.7% |