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 9-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 | $259,184 | $48,230+437.4% | $67,502+284.0% | $80,856+220.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 14.86% | 18.28%-3.4pp | 3512.12%-3497.3pp | 35.59%-20.7pp |
| Employer contribution / active EE | $10,676 | $2,020+428.6% | $2,731+290.9% | $2,755+287.5% |
| Participant deferral / active EE | $4,448 | $2,924+52.2% | $4,000+11.2% | $4,296+3.6% |
| Admin fee / account holder | $53,917 | $3,681+1364.7% | $3,998+1248.7% | $6,918+679.4% |