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 | $411,721 | $105,931+288.7% | $81,930+402.5% | $158,922+159.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 19.38% | 38.17%-18.8pp | 29.49%-10.1pp | 302.83%-283.4pp |
| Employer contribution / active EE | $17,089 | $7,800+119.1% | $4,310+296.5% | $4,761+258.9% |
| Participant deferral / active EE | $19,119 | $13,003+47.0% | $7,107+169.0% | $5,982+219.6% |
| Admin fee / account holder | $1,906 | $8,489-77.6% | $5,158-63.1% | $11,246-83.1% |