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 | $412,911 | $108,912+279.1% | $100,383+311.3% | $145,959+182.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.64% | 57.96%-41.3pp | 49.26%-32.6pp | 561.95%-545.3pp |
| Employer contribution / active EE | $1,379 | $4,423-68.8% | $3,944-65.0% | $4,661-70.4% |
| Participant deferral / active EE | $3,181 | $8,451-62.4% | $8,086-60.7% | $6,689-52.4% |
| Admin fee / account holder | $2,306 | $9,690-76.2% | $7,900-70.8% | $13,398-82.8% |