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 | $261,824 | $114,381+128.9% | $107,525+143.5% | $142,382+83.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.16% | 242.71%-226.5pp | 181.32%-165.2pp | 217.08%-200.9pp |
| Employer contribution / active EE | $46,481 | $4,015+1057.8% | $3,754+1138.3% | $4,299+981.2% |
| Participant deferral / active EE | $10,127 | $5,564+82.0% | $5,116+98.0% | $6,507+55.6% |
| Admin fee / account holder | $2,497 | $9,860-74.7% | $8,919-72.0% | $12,624-80.2% |