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 | $506,977 | $165,912+205.6% | $122,332+314.4% | $147,584+243.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 14.22% | 34.55%-20.3pp | 30.27%-16.1pp | 578.55%-564.3pp |
| Employer contribution / active EE | $8,691 | $5,754+51.0% | $4,050+114.6% | $4,876+78.2% |
| Participant deferral / active EE | $18,000 | $4,005+349.4% | $3,287+447.6% | $5,439+231.0% |
| Admin fee / account holder | $4,718 | $7,424-36.5% | $5,478-13.9% | $10,885-56.7% |