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 | $430,540 | $124,281+246.4% | $109,143+294.5% | $167,490+157.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 9.77% | 26.04%-16.3pp | 25.75%-16.0pp | 478.56%-468.8pp |
| Employer contribution / active EE | $24,082 | $4,207+472.4% | $3,722+547.0% | $4,837+397.8% |
| Participant deferral / active EE | $15,280 | $5,255+190.8% | $4,653+228.4% | $6,341+141.0% |
| Admin fee / account holder | $21,894 | $7,970+174.7% | $6,752+224.2% | $12,309+77.9% |