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 | $422,580 | $179,726+135.1% | $156,263+170.4% | $142,382+196.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 11.82% | 77.86%-66.0pp | 59.47%-47.6pp | 217.08%-205.3pp |
| Employer contribution / active EE | $2,667 | $5,069-47.4% | $4,333-38.5% | $4,299-38.0% |
| Participant deferral / active EE | $14,244 | $6,956+104.8% | $6,158+131.3% | $6,507+118.9% |
| Admin fee / account holder | $101,722 | $17,272+488.9% | $14,255+613.6% | $12,624+705.8% |