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 | $342,404 | $111,754+206.4% | $103,333+231.4% | $145,922+134.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.96% | 24.77%-5.8pp | 24.88%-5.9pp | 561.29%-542.3pp |
| Employer contribution / active EE | $1,909 | $4,212-54.7% | $3,868-50.6% | $4,660-59.0% |
| Participant deferral / active EE | $6,564 | $5,619+16.8% | $5,057+29.8% | $6,688-1.8% |
| Admin fee / account holder | $16,145 | $9,750+65.6% | $8,355+93.2% | $13,397+20.5% |