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 | $312,237 | $124,281+151.2% | $109,143+186.1% | $167,490+86.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.08% | 26.04%-16.0pp | 25.75%-15.7pp | 478.56%-468.5pp |
| Employer contribution / active EE | $13,132 | $4,207+212.1% | $3,722+252.8% | $4,837+171.5% |
| Participant deferral / active EE | $10,044 | $5,255+91.1% | $4,653+115.9% | $6,341+58.4% |
| Admin fee / account holder | $2,154 | $7,970-73.0% | $6,752-68.1% | $12,309-82.5% |