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 8-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 | $277,986 | $118,450+134.7% | $98,439+182.4% | $139,434+99.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 9.72% | 18.94%-9.2pp | 21.16%-11.4pp | 372.94%-363.2pp |
| Employer contribution / active EE | $4,824 | $3,609+33.7% | $3,048+58.3% | $4,751+1.5% |
| Participant deferral / active EE | $23,289 | $5,392+331.9% | $4,738+391.6% | $6,710+247.1% |
| Admin fee / account holder | $28,212 | $14,026+101.1% | $8,948+215.3% | $11,403+147.4% |