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 | $306,724 | $77,419+296.2% | $69,455+341.6% | $152,861+100.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 23.20% | 39.06%-15.9pp | 28.97%-5.8pp | 345.32%-322.1pp |
| Employer contribution / active EE | $10,370 | $3,315+212.8% | $2,779+273.2% | $4,762+117.8% |
| Participant deferral / active EE | $7,560 | $4,414+71.3% | $3,535+113.8% | $5,850+29.2% |
| Admin fee / account holder | $1,279 | $6,207-79.4% | $3,839-66.7% | $11,596-89.0% |