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 | $356,216 | $116,175+206.6% | $93,606+280.5% | $152,861+133.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 24.03% | 35.96%-11.9pp | 32.76%-8.7pp | 345.32%-321.3pp |
| Employer contribution / active EE | $10,396 | $3,218+223.0% | $2,718+282.5% | $4,762+118.3% |
| Participant deferral / active EE | $12,891 | $4,603+180.0% | $4,069+216.8% | $5,850+120.4% |
| Admin fee / account holder | $32,194 | $10,748+199.5% | $7,888+308.1% | $11,596+177.6% |