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 | $379,948 | $85,790+342.9% | $67,313+464.5% | $135,375+180.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 9.58% | -0.54%+10.1pp | -4.08%+13.7pp | 519.73%-510.1pp |
| Employer contribution / active EE | $6,033 | $3,487+73.0% | $2,566+135.2% | $4,779+26.3% |
| Participant deferral / active EE | $10,879 | $4,651+133.9% | $3,568+204.9% | $5,609+94.0% |
| Admin fee / account holder | $4,447 | $6,392-30.4% | $4,507-1.3% | $10,827-58.9% |