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 | $285,297 | $91,190+212.9% | $178,490+59.8% | $79,858+257.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 17.64% | 24.19%-6.6pp | 151.07%-133.4pp | 31.71%-14.1pp |
| Employer contribution / active EE | $13,855 | $3,256+325.5% | $5,011+176.5% | $2,471+460.7% |
| Participant deferral / active EE | $1,470 | $3,236-54.6% | $5,202-71.7% | $3,740-60.7% |
| Admin fee / account holder | $14,714 | $6,751+118.0% | $13,984+5.2% | $5,306+177.3% |