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 | $375,893 | $101,069+271.9% | $81,478+361.3% | $147,584+154.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 11.85% | 32.40%-20.6pp | 38.78%-26.9pp | 578.55%-566.7pp |
| Employer contribution / active EE | $8,333 | $3,205+160.0% | $2,568+224.5% | $4,876+70.9% |
| Participant deferral / active EE | $5,153 | $4,242+21.5% | $3,537+45.7% | $5,439-5.2% |
| Admin fee / account holder | $973 | $5,812-83.3% | $4,561-78.7% | $10,885-91.1% |