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 7-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 | $353,386 | $163,101+116.7% | $136,749+158.4% | $142,382+148.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 18.69% | 27.54%-8.9pp | 24.33%-5.6pp | 217.08%-198.4pp |
| Employer contribution / active EE | $14,011 | $4,117+240.3% | $3,400+312.1% | $4,299+225.9% |
| Participant deferral / active EE | $8,690 | $5,585+55.6% | $4,692+85.2% | $6,507+33.5% |
| Admin fee / account holder | $690 | $14,318-95.2% | $11,386-93.9% | $12,624-94.5% |