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 | $432,517 | $102,828+320.6% | $105,387+310.4% | $152,861+182.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.53% | 20.85%-3.3pp | 26.82%-9.3pp | 345.32%-327.8pp |
| Employer contribution / active EE | $20,684 | $4,473+362.5% | $4,213+390.9% | $4,762+334.3% |
| Participant deferral / active EE | $13,643 | $5,465+149.7% | $5,502+148.0% | $5,850+133.2% |
| Admin fee / account holder | $485 | $8,683-94.4% | $6,559-92.6% | $11,596-95.8% |