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 | $406,053 | $101,069+301.8% | $81,478+398.4% | $147,584+175.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 12.70% | 32.40%-19.7pp | 38.78%-26.1pp | 578.55%-565.9pp |
| Employer contribution / active EE | $26,166 | $3,205+716.4% | $2,568+919.0% | $4,876+436.6% |
| Participant deferral / active EE | $16,000 | $4,242+277.2% | $3,537+352.4% | $5,439+194.2% |
| Admin fee / account holder | $4,620 | $5,812-20.5% | $4,561+1.3% | $10,885-57.6% |