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 | $323,657 | $63,355+410.9% | $91,989+251.8% | $72,985+343.5% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 24.06% | 35.35%-11.3pp | 69.02%-45.0pp | 81.00%-56.9pp |
| Employer contribution / active EE | $6,973 | $2,116+229.6% | $3,452+102.0% | $2,440+185.8% |
| Participant deferral / active EE | $6,763 | $4,883+38.5% | $5,923+14.2% | $3,607+87.5% |
| Admin fee / account holder | $14,769 | $4,668+216.4% | $7,743+90.8% | $5,124+188.2% |