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 | $289,864 | $124,281+133.2% | $109,143+165.6% | $167,490+73.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 34.53% | 26.04%+8.5pp | 25.75%+8.8pp | 478.56%-444.0pp |
| Employer contribution / active EE | $11,753 | $4,207+179.3% | $3,722+215.8% | $4,837+143.0% |
| Participant deferral / active EE | $12,355 | $5,255+135.1% | $4,653+165.5% | $6,341+94.8% |
| Admin fee / account holder | $3,244 | $7,970-59.3% | $6,752-52.0% | $12,309-73.6% |