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 | $336,620 | $176,812+90.4% | $146,665+129.5% | $167,490+101.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.05% | 24.03%-9.0pp | 22.74%-7.7pp | 478.56%-463.5pp |
| Employer contribution / active EE | $18,080 | $5,160+250.4% | $4,136+337.1% | $4,837+273.8% |
| Participant deferral / active EE | $9,100 | $6,440+41.3% | $5,506+65.3% | $6,341+43.5% |
| Admin fee / account holder | $3,086 | $13,259-76.7% | $10,280-70.0% | $12,309-74.9% |