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 | $334,636 | $105,126+218.3% | $94,646+253.6% | $139,434+140.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 22.49% | 38.03%-15.5pp | 156.71%-134.2pp | 372.94%-350.5pp |
| Employer contribution / active EE | $4,486 | $4,106+9.3% | $3,672+22.2% | $4,751-5.6% |
| Participant deferral / active EE | $6,396 | $7,599-15.8% | $7,418-13.8% | $6,710-4.7% |
| Admin fee / account holder | $23,654 | $8,984+163.3% | $7,231+227.1% | $11,403+107.4% |