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 | $358,630 | $103,376+246.9% | $87,100+311.7% | $152,861+134.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 24.16% | 28.10%-3.9pp | 28.19%-4.0pp | 345.32%-321.2pp |
| Employer contribution / active EE | $15,492 | $3,220+381.1% | $2,521+514.5% | $4,762+225.3% |
| Participant deferral / active EE | $11,812 | $4,778+147.2% | $4,049+191.8% | $5,850+101.9% |
| Admin fee / account holder | $991 | $12,205-91.9% | $7,497-86.8% | $11,596-91.5% |