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 | $313,629 | $101,069+210.3% | $81,478+284.9% | $147,584+112.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 11.19% | 32.40%-21.2pp | 38.78%-27.6pp | 578.55%-567.4pp |
| Employer contribution / active EE | $20,361 | $3,205+535.3% | $2,568+693.0% | $4,876+317.5% |
| Participant deferral / active EE | $12,000 | $4,242+182.9% | $3,537+239.3% | $5,439+120.6% |
| Admin fee / account holder | $3,160 | $5,812-45.6% | $4,561-30.7% | $10,885-71.0% |