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 | $345,903 | $95,561+262.0% | $77,163+348.3% | $139,434+148.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.55% | 54.92%-42.4pp | 37.87%-25.3pp | 372.94%-360.4pp |
| Employer contribution / active EE | $18,498 | $3,147+487.7% | $2,535+629.8% | $4,751+289.4% |
| Participant deferral / active EE | $14,116 | $4,624+205.3% | $3,833+268.3% | $6,710+110.4% |
| Admin fee / account holder | $8,711 | $8,295+5.0% | $5,472+59.2% | $11,403-23.6% |