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 7-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 | $436,751 | $95,266+358.5% | $82,389+430.1% | $142,382+206.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 17.04% | 25.74%-8.7pp | 28.67%-11.6pp | 217.08%-200.0pp |
| Employer contribution / active EE | $3,536 | $2,991+18.2% | $2,517+40.5% | $4,299-17.8% |
| Participant deferral / active EE | $18,957 | $4,809+294.2% | $4,155+356.3% | $6,507+191.3% |
| Admin fee / account holder | $1,673 | $8,563-80.5% | $7,231-76.9% | $12,624-86.7% |