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 | $436,131 | $163,101+167.4% | $136,749+218.9% | $142,382+206.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 16.11% | 27.54%-11.4pp | 24.33%-8.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $24,958 | $4,117+506.3% | $3,400+634.1% | $4,299+480.5% |
| Participant deferral / active EE | $15,594 | $5,585+179.2% | $4,692+232.4% | $6,507+139.6% |
| Admin fee / account holder | $4,028 | $14,318-71.9% | $11,386-64.6% | $12,624-68.1% |