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 | $267,401 | $95,266+180.7% | $82,389+224.6% | $142,382+87.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 13.59% | 25.74%-12.2pp | 28.67%-15.1pp | 217.08%-203.5pp |
| Employer contribution / active EE | $9,730 | $2,991+225.3% | $2,517+286.6% | $4,299+126.3% |
| Participant deferral / active EE | $14,854 | $4,809+208.9% | $4,155+257.5% | $6,507+128.3% |
| Admin fee / account holder | $9,819 | $8,563+14.7% | $7,231+35.8% | $12,624-22.2% |