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 | $401,939 | $113,339+254.6% | $94,993+323.1% | $147,584+172.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 16.66% | 20.77%-4.1pp | 27.12%-10.5pp | 578.55%-561.9pp |
| Employer contribution / active EE | $24,205 | $3,160+665.9% | $2,603+829.7% | $4,876+396.4% |
| Participant deferral / active EE | $5,979 | $3,777+58.3% | $3,317+80.2% | $5,439+9.9% |
| Admin fee / account holder | $884 | $6,063-85.4% | $4,960-82.2% | $10,885-91.9% |