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 | $421,024 | $162,781+158.6% | $133,956+214.3% | $158,922+164.9% |
| Participation rate | 84.6% | 83.2%+1.4pp | 79.8%+4.8pp | 82.0%+2.7pp |
| Annual return | 26.50% | 41.94%-15.4pp | 45.09%-18.6pp | 302.83%-276.3pp |
| Employer contribution / active EE | $12,494 | $4,975+151.1% | $3,919+218.8% | $4,761+162.4% |
| Participant deferral / active EE | $7,290 | $5,911+23.3% | $5,048+44.4% | $5,982+21.9% |
| Admin fee / account holder | $71,767 | $11,736+511.5% | $8,927+703.9% | $11,246+538.2% |