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 7-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 | $470,323 | $127,065+270.1% | $113,168+315.6% | $142,382+230.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 11.87% | 24.03%-12.2pp | 24.27%-12.4pp | 217.08%-205.2pp |
| Employer contribution / active EE | $1,035 | $3,442-69.9% | $2,975-65.2% | $4,299-75.9% |
| Participant deferral / active EE | $25,980 | $5,716+354.5% | $5,107+408.7% | $6,507+299.2% |
| Admin fee / account holder | $1,024 | $15,736-93.5% | $12,068-91.5% | $12,624-91.9% |