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 | $295,612 | $149,679+97.5% | $117,039+152.6% | $147,584+100.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 17.72% | 19.31%-1.6pp | 18.95%-1.2pp | 578.55%-560.8pp |
| Employer contribution / active EE | $4,803 | $4,937-2.7% | $3,785+26.9% | $4,876-1.5% |
| Participant deferral / active EE | $12,628 | $4,912+157.1% | $3,929+221.4% | $5,439+132.2% |
| Admin fee / account holder | $2,787 | $7,856-64.5% | $5,974-53.3% | $10,885-74.4% |