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 | $299,097 | $112,729+165.3% | $98,716+203.0% | $137,256+117.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 20.67% | 38.48%-17.8pp | 31.81%-11.1pp | 220.34%-199.7pp |
| Employer contribution / active EE | $13,598 | $2,725+398.9% | $2,279+496.8% | $4,156+227.2% |
| Participant deferral / active EE | $31,428 | $4,640+577.3% | $4,048+676.5% | $6,407+390.5% |
| Admin fee / account holder | $7,941 | $10,129-21.6% | $8,703-8.8% | $12,270-35.3% |