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 5-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 | $365,483 | $117,983+209.8% | $101,794+259.0% | $142,382+156.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 38.59% | 36.92%+1.7pp | 30.53%+8.1pp | 217.08%-178.5pp |
| Employer contribution / active EE | $5,648 | $2,773+103.7% | $2,289+146.8% | $4,299+31.4% |
| Participant deferral / active EE | $35,782 | $4,714+659.1% | $4,084+776.1% | $6,507+449.9% |
| Admin fee / account holder | $312 | $10,433-97.0% | $8,777-96.4% | $12,624-97.5% |