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 | $263,966 | $149,734+76.3% | $118,925+122.0% | $158,922+66.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 17.52% | 19.95%-2.4pp | 35.88%-18.4pp | 302.83%-285.3pp |
| Employer contribution / active EE | $5,360 | $4,115+30.3% | $3,263+64.3% | $4,761+12.6% |
| Participant deferral / active EE | $12,630 | $5,223+141.8% | $4,265+196.1% | $5,982+111.1% |
| Admin fee / account holder | $9,204 | $8,603+7.0% | $6,581+39.9% | $11,246-18.2% |