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 | $353,374 | $152,460+131.8% | $118,746+197.6% | $147,584+139.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 11.07% | 17.41%-6.3pp | 24.54%-13.5pp | 578.55%-567.5pp |
| Employer contribution / active EE | $9,176 | $5,046+81.9% | $4,193+118.9% | $4,876+88.2% |
| Participant deferral / active EE | $15,696 | $6,212+152.7% | $5,332+194.4% | $5,439+188.6% |
| Admin fee / account holder | $20,054 | $16,953+18.3% | $10,720+87.1% | $10,885+84.2% |