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 | $350,004 | $103,376+238.6% | $87,100+301.8% | $152,861+129.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 31.31% | 28.10%+3.2pp | 28.19%+3.1pp | 345.32%-314.0pp |
| Employer contribution / active EE | $18,643 | $3,220+478.9% | $2,521+639.4% | $4,762+291.5% |
| Participant deferral / active EE | $13,073 | $4,778+173.6% | $4,049+222.9% | $5,850+123.5% |
| Admin fee / account holder | $4,381 | $12,205-64.1% | $7,497-41.6% | $11,596-62.2% |