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 | $310,278 | $91,037+240.8% | $71,671+332.9% | $147,584+110.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 10.89% | 20.48%-9.6pp | 20.65%-9.8pp | 578.55%-567.7pp |
| Employer contribution / active EE | $3,324 | $3,327-0.1% | $2,460+35.1% | $4,876-31.8% |
| Participant deferral / active EE | $6,850 | $4,498+52.3% | $3,438+99.2% | $5,439+25.9% |
| Admin fee / account holder | $704 | $8,613-91.8% | $5,558-87.3% | $10,885-93.5% |