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 | $306,241 | $104,664+192.6% | $85,682+257.4% | $167,490+82.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 14.17% | 21.45%-7.3pp | 21.49%-7.3pp | 478.56%-464.4pp |
| Employer contribution / active EE | $2,966 | $3,337-11.1% | $2,618+13.3% | $4,837-38.7% |
| Participant deferral / active EE | $10,242 | $4,824+112.3% | $3,923+161.1% | $6,341+61.5% |
| Admin fee / account holder | $70,694 | $10,032+604.7% | $6,873+928.6% | $12,309+474.3% |