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 | $275,021 | $162,781+69.0% | $133,956+105.3% | $158,922+73.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 18.16% | 41.94%-23.8pp | 45.09%-26.9pp | 302.83%-284.7pp |
| Employer contribution / active EE | $13,219 | $4,975+165.7% | $3,919+237.3% | $4,761+177.6% |
| Participant deferral / active EE | $9,584 | $5,911+62.1% | $5,048+89.9% | $5,982+60.2% |
| Admin fee / account holder | $1,872 | $11,736-84.0% | $8,927-79.0% | $11,246-83.4% |