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 | $321,414 | $113,339+183.6% | $94,993+238.4% | $147,584+117.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 9.76% | 20.77%-11.0pp | 27.12%-17.4pp | 578.55%-568.8pp |
| Employer contribution / active EE | $13,898 | $3,160+339.7% | $2,603+433.8% | $4,876+185.0% |
| Participant deferral / active EE | $12,404 | $3,777+228.4% | $3,317+273.9% | $5,439+128.1% |
| Admin fee / account holder | $2,019 | $6,063-66.7% | $4,960-59.3% | $10,885-81.5% |