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 | $345,733 | $111,814+209.2% | $103,374+234.4% | $145,959+136.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.22% | 24.77%-12.6pp | 24.89%-12.7pp | 561.95%-549.7pp |
| Employer contribution / active EE | $33,203 | $4,214+688.0% | $3,869+758.1% | $4,661+612.4% |
| Participant deferral / active EE | $5,012 | $5,618-10.8% | $5,058-0.9% | $6,689-25.1% |
| Admin fee / account holder | $8,861 | $9,754-9.2% | $8,394+5.6% | $13,398-33.9% |