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 | $302,145 | $113,339+166.6% | $94,993+218.1% | $147,584+104.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 16.02% | 20.77%-4.7pp | 27.12%-11.1pp | 578.55%-562.5pp |
| Employer contribution / active EE | $2,260 | $3,160-28.5% | $2,603-13.2% | $4,876-53.7% |
| Participant deferral / active EE | $24,000 | $3,777+535.4% | $3,317+623.5% | $5,439+341.3% |
| Admin fee / account holder | $2,467 | $6,063-59.3% | $4,960-50.3% | $10,885-77.3% |