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 | $328,435 | $162,781+101.8% | $133,956+145.2% | $158,922+106.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.70% | 41.94%-30.2pp | 45.09%-33.4pp | 302.83%-291.1pp |
| Employer contribution / active EE | $24,000 | $4,975+382.4% | $3,919+512.5% | $4,761+404.1% |
| Participant deferral / active EE | $8,633 | $5,911+46.1% | $5,048+71.0% | $5,982+44.3% |
| Admin fee / account holder | $3,382 | $11,736-71.2% | $8,927-62.1% | $11,246-69.9% |