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 | $289,188 | $113,339+155.2% | $94,993+204.4% | $147,584+95.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 21.12% | 20.77%+0.4pp | 27.12%-6.0pp | 578.55%-557.4pp |
| Employer contribution / active EE | $3,772 | $3,160+19.4% | $2,603+44.9% | $4,876-22.6% |
| Participant deferral / active EE | $4,633 | $3,777+22.7% | $3,317+39.7% | $5,439-14.8% |
| Admin fee / account holder | $5,815 | $6,063-4.1% | $4,960+17.2% | $10,885-46.6% |