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 | $403,126 | $239,571+68.3% | $183,328+119.9% | $137,256+193.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 13.48% | 35.69%-22.2pp | 29.67%-16.2pp | 220.34%-206.9pp |
| Employer contribution / active EE | $20,870 | $6,148+239.5% | $5,055+312.9% | $4,156+402.2% |
| Participant deferral / active EE | $0 | $7,995-100.0% | $6,795-100.0% | $6,407-100.0% |
| Admin fee / account holder | $5,255 | $30,059-82.5% | $21,427-75.5% | $12,270-57.2% |