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 | $557,608 | $162,781+242.6% | $133,956+316.3% | $158,922+250.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 19.21% | 41.94%-22.7pp | 45.09%-25.9pp | 302.83%-283.6pp |
| Employer contribution / active EE | $23,350 | $4,975+369.3% | $3,919+495.9% | $4,761+390.4% |
| Participant deferral / active EE | $11,715 | $5,911+98.2% | $5,048+132.1% | $5,982+95.8% |
| Admin fee / account holder | $4,151 | $11,736-64.6% | $8,927-53.5% | $11,246-63.1% |