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 | $393,295 | $94,752+315.1% | $112,887+248.4% | $139,434+182.1% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 18.84% | 40.88%-22.0pp | 34.10%-15.3pp | 372.94%-354.1pp |
| Employer contribution / active EE | $4,671 | $4,625+1.0% | $4,563+2.4% | $4,751-1.7% |
| Participant deferral / active EE | $12,247 | $6,512+88.1% | $6,513+88.0% | $6,710+82.5% |
| Admin fee / account holder | $23,954 | $8,527+180.9% | $7,047+239.9% | $11,403+110.1% |