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 | $490,467 | $85,022+476.9% | $70,515+595.6% | $139,434+251.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 19.86% | 30.38%-10.5pp | 32.77%-12.9pp | 372.94%-353.1pp |
| Employer contribution / active EE | $2,776 | $3,909-29.0% | $2,973-6.7% | $4,751-41.6% |
| Participant deferral / active EE | $16,263 | $5,890+176.1% | $4,567+256.1% | $6,710+142.4% |
| Admin fee / account holder | $2,947 | $8,906-66.9% | $6,412-54.0% | $11,403-74.2% |