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 | $261,061 | $149,734+74.4% | $118,925+119.5% | $158,922+64.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 14.08% | 19.95%-5.9pp | 35.88%-21.8pp | 302.83%-288.7pp |
| Employer contribution / active EE | $1,133 | $4,115-72.5% | $3,263-65.3% | $4,761-76.2% |
| Participant deferral / active EE | $15,250 | $5,223+192.0% | $4,265+257.6% | $5,982+154.9% |
| Admin fee / account holder | $3,792 | $8,603-55.9% | $6,581-42.4% | $11,246-66.3% |