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 | $326,156 | $91,037+258.3% | $71,671+355.1% | $147,584+121.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 22.80% | 20.48%+2.3pp | 20.65%+2.2pp | 578.55%-555.7pp |
| Employer contribution / active EE | $16,800 | $3,327+404.9% | $2,460+583.0% | $4,876+244.5% |
| Participant deferral / active EE | $22,000 | $4,498+389.1% | $3,438+539.9% | $5,439+304.5% |
| Admin fee / account holder | $3,993 | $8,613-53.6% | $5,558-28.2% | $10,885-63.3% |