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 | $414,246 | $96,484+329.3% | $75,886+445.9% | $152,861+171.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 15.95% | 33.98%-18.0pp | 30.76%-14.8pp | 345.32%-329.4pp |
| Employer contribution / active EE | $4,961 | $3,309+49.9% | $2,500+98.4% | $4,762+4.2% |
| Participant deferral / active EE | $17,258 | $4,553+279.1% | $3,603+379.0% | $5,850+195.0% |
| Admin fee / account holder | $3,128 | $8,078-61.3% | $5,418-42.3% | $11,596-73.0% |