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 | $480,615 | $127,386+277.3% | $115,037+317.8% | $125,391+283.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.11% | 31.28%-31.2pp | 26.14%-26.0pp | 282.22%-282.1pp |
| Employer contribution / active EE | $15,330 | $5,166+196.7% | $4,608+232.7% | $4,866+215.0% |
| Participant deferral / active EE | $18,625 | $6,423+190.0% | $6,026+209.1% | $5,352+248.0% |
| Admin fee / account holder | $15,889 | $9,516+67.0% | $8,175+94.4% | $9,540+66.5% |