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 | $250,175 | $85,022+194.2% | $70,515+254.8% | $139,434+79.4% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 20.33% | 30.38%-10.1pp | 32.77%-12.4pp | 372.94%-352.6pp |
| Employer contribution / active EE | $16,092 | $3,909+311.7% | $2,973+441.2% | $4,751+238.7% |
| Participant deferral / active EE | $13,263 | $5,890+125.2% | $4,567+190.4% | $6,710+97.7% |
| Admin fee / account holder | $12,965 | $8,906+45.6% | $6,412+102.2% | $11,403+13.7% |