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 | $283,740 | $124,281+128.3% | $109,143+160.0% | $167,490+69.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 19.98% | 26.04%-6.1pp | 25.75%-5.8pp | 478.56%-458.6pp |
| Employer contribution / active EE | $17,711 | $4,207+321.0% | $3,722+375.9% | $4,837+266.1% |
| Participant deferral / active EE | $9,891 | $5,255+88.2% | $4,653+112.6% | $6,341+56.0% |
| Admin fee / account holder | $39,954 | $7,970+401.3% | $6,752+491.7% | $12,309+224.6% |