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 | $319,835 | $132,634+141.1% | $115,768+176.3% | $137,256+133.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 19.79% | 160.70%-140.9pp | 100.46%-80.7pp | 220.34%-200.6pp |
| Employer contribution / active EE | $2,784 | $3,360-17.1% | $2,940-5.3% | $4,156-33.0% |
| Participant deferral / active EE | $17,491 | $5,619+211.3% | $4,917+255.7% | $6,407+173.0% |
| Admin fee / account holder | $12,392 | $15,028-17.5% | $12,439-0.4% | $12,270+1.0% |