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 | $276,853 | $127,065+117.9% | $113,168+144.6% | $142,382+94.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 15.51% | 24.03%-8.5pp | 24.27%-8.8pp | 217.08%-201.6pp |
| Employer contribution / active EE | $21,843 | $3,442+534.6% | $2,975+634.2% | $4,299+408.1% |
| Participant deferral / active EE | $13,095 | $5,716+129.1% | $5,107+156.4% | $6,507+101.2% |
| Admin fee / account holder | $1,363 | $15,736-91.3% | $12,068-88.7% | $12,624-89.2% |