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 | $276,908 | $114,381+142.1% | $107,525+157.5% | $142,382+94.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.68% | 242.71%-225.0pp | 181.32%-163.6pp | 217.08%-199.4pp |
| Employer contribution / active EE | $11,673 | $4,015+190.8% | $3,754+211.0% | $4,299+171.5% |
| Participant deferral / active EE | $11,727 | $5,564+110.8% | $5,116+129.2% | $6,507+80.2% |
| Admin fee / account holder | $1,874 | $9,860-81.0% | $8,919-79.0% | $12,624-85.2% |