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 | $307,370 | $85,022+261.5% | $70,515+335.9% | $139,434+120.4% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 18.45% | 30.38%-11.9pp | 32.77%-14.3pp | 372.94%-354.5pp |
| Employer contribution / active EE | $38,591 | $3,909+887.3% | $2,973+1197.9% | $4,751+712.3% |
| Participant deferral / active EE | $30,000 | $5,890+409.3% | $4,567+556.9% | $6,710+347.1% |
| Admin fee / account holder | $2,264 | $8,906-74.6% | $6,412-64.7% | $11,403-80.1% |