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 | $347,176 | $114,381+203.5% | $107,525+222.9% | $142,382+143.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.93% | 242.71%-228.8pp | 181.32%-167.4pp | 217.08%-203.1pp |
| Employer contribution / active EE | $4,919 | $4,015+22.5% | $3,754+31.1% | $4,299+14.4% |
| Participant deferral / active EE | $9,778 | $5,564+75.7% | $5,116+91.1% | $6,507+50.3% |
| Admin fee / account holder | $5,992 | $9,860-39.2% | $8,919-32.8% | $12,624-52.5% |