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 5-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 | $509,188 | $97,125+424.3% | $86,233+490.5% | $137,256+271.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 13.77% | 74.19%-60.4pp | 61.39%-47.6pp | 220.34%-206.6pp |
| Employer contribution / active EE | $4,070 | $2,841+43.2% | $2,504+62.5% | $4,156-2.1% |
| Participant deferral / active EE | $31,000 | $5,180+498.5% | $4,559+580.0% | $6,407+383.9% |
| Admin fee / account holder | $6,342 | $9,725-34.8% | $8,342-24.0% | $12,270-48.3% |