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 | $277,573 | $142,405+94.9% | $115,157+141.0% | $152,861+81.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 16.42% | 41.48%-25.1pp | 35.60%-19.2pp | 345.32%-328.9pp |
| Employer contribution / active EE | $10,504 | $4,010+161.9% | $3,179+230.4% | $4,762+120.6% |
| Participant deferral / active EE | $7,458 | $5,164+44.4% | $4,168+78.9% | $5,850+27.5% |
| Admin fee / account holder | $23,740 | $8,462+180.6% | $7,088+234.9% | $11,596+104.7% |