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 | $555,192 | $127,065+336.9% | $113,168+390.6% | $142,382+289.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.68% | 24.03%-7.3pp | 24.27%-7.6pp | 217.08%-200.4pp |
| Employer contribution / active EE | $42,665 | $3,442+1139.5% | $2,975+1334.0% | $4,299+892.4% |
| Participant deferral / active EE | $11,718 | $5,716+105.0% | $5,107+129.5% | $6,507+80.1% |
| Admin fee / account holder | $9,785 | $15,736-37.8% | $12,068-18.9% | $12,624-22.5% |