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 | $612,432 | $118,450+417.0% | $98,439+522.1% | $139,434+339.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 13.03% | 18.94%-5.9pp | 21.16%-8.1pp | 372.94%-359.9pp |
| Employer contribution / active EE | $956 | $3,609-73.5% | $3,048-68.6% | $4,751-79.9% |
| Participant deferral / active EE | $11,033 | $5,392+104.6% | $4,738+132.9% | $6,710+64.4% |
| Admin fee / account holder | $139,717 | $14,026+896.1% | $8,948+1461.5% | $11,403+1125.3% |