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 | $258,939 | $85,202+203.9% | $172,739+49.9% | $72,985+254.8% |
| Participation rate | 88.9% | 70.1%+18.8pp | 82.6%+6.2pp | 69.5%+19.4pp |
| Annual return | 20.98% | 27.32%-6.3pp | 802.84%-781.9pp | 81.00%-60.0pp |
| Employer contribution / active EE | $8,445 | $3,324+154.0% | $5,143+64.2% | $2,440+246.1% |
| Participant deferral / active EE | $7,307 | $3,260+124.1% | $5,198+40.6% | $3,607+102.6% |
| Admin fee / account holder | $1,817 | $5,884-69.1% | $13,954-87.0% | $5,124-64.5% |