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 | $389,014 | $163,101+138.5% | $136,749+184.5% | $142,382+173.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.57% | 27.54%-12.0pp | 24.33%-8.8pp | 217.08%-201.5pp |
| Employer contribution / active EE | $6,811 | $4,117+65.5% | $3,400+100.4% | $4,299+58.4% |
| Participant deferral / active EE | $20,923 | $5,585+274.6% | $4,692+345.9% | $6,507+221.5% |
| Admin fee / account holder | $2,926 | $14,318-79.6% | $11,386-74.3% | $12,624-76.8% |