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 | $271,780 | $103,376+162.9% | $87,100+212.0% | $152,861+77.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 22.57% | 28.10%-5.5pp | 28.19%-5.6pp | 345.32%-322.8pp |
| Employer contribution / active EE | $3,745 | $3,220+16.3% | $2,521+48.5% | $4,762-21.4% |
| Participant deferral / active EE | $10,042 | $4,778+110.2% | $4,049+148.0% | $5,850+71.7% |
| Admin fee / account holder | $1,572 | $12,205-87.1% | $7,497-79.0% | $11,596-86.4% |