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 | $392,770 | $97,125+304.4% | $86,233+355.5% | $137,256+186.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 17.49% | 74.19%-56.7pp | 61.39%-43.9pp | 220.34%-202.9pp |
| Employer contribution / active EE | $17,267 | $2,841+507.7% | $2,504+589.5% | $4,156+315.5% |
| Participant deferral / active EE | $9,851 | $5,180+90.2% | $4,559+116.1% | $6,407+53.8% |
| Admin fee / account holder | $2,497 | $9,725-74.3% | $8,342-70.1% | $12,270-79.6% |