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 | $260,654 | $227,553+14.5% | $189,557+37.5% | $167,490+55.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 19.51% | 78.40%-58.9pp | 64.17%-44.7pp | 478.56%-459.0pp |
| Employer contribution / active EE | $18,990 | $5,316+257.2% | $4,412+330.4% | $4,837+292.6% |
| Participant deferral / active EE | $17,015 | $7,002+143.0% | $6,174+175.6% | $6,341+168.3% |
| Admin fee / account holder | $5,318 | $11,878-55.2% | $9,807-45.8% | $12,309-56.8% |