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 | $273,650 | $180,028+52.0% | $138,135+98.1% | $158,922+72.2% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 12.89% | 21.68%-8.8pp | 20.51%-7.6pp | 302.83%-289.9pp |
| Employer contribution / active EE | $13,395 | $7,470+79.3% | $5,587+139.8% | $4,761+181.3% |
| Participant deferral / active EE | $14,738 | $7,717+91.0% | $6,431+129.2% | $5,982+146.4% |
| Admin fee / account holder | $2,404 | $17,912-86.6% | $11,856-79.7% | $11,246-78.6% |