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 | $362,853 | $70,475+414.9% | $100,516+261.0% | $79,858+354.4% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 14.27% | 21.90%-7.6pp | 30.89%-16.6pp | 31.71%-17.4pp |
| Employer contribution / active EE | $7,032 | $2,165+224.9% | $3,418+105.8% | $2,471+184.6% |
| Participant deferral / active EE | $7,126 | $5,181+37.5% | $6,270+13.7% | $3,740+90.5% |
| Admin fee / account holder | $21,169 | $4,478+372.7% | $8,081+162.0% | $5,306+298.9% |