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 | $408,149 | $142,405+186.6% | $115,157+254.4% | $152,861+167.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 23.74% | 41.48%-17.7pp | 35.60%-11.9pp | 345.32%-321.6pp |
| Employer contribution / active EE | $9,734 | $4,010+142.8% | $3,179+206.2% | $4,762+104.4% |
| Participant deferral / active EE | $8,700 | $5,164+68.5% | $4,168+108.7% | $5,850+48.7% |
| Admin fee / account holder | $4,531 | $8,462-46.5% | $7,088-36.1% | $11,596-60.9% |