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 | $357,905 | $116,175+208.1% | $93,606+282.4% | $152,861+134.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 24.34% | 35.96%-11.6pp | 32.76%-8.4pp | 345.32%-321.0pp |
| Employer contribution / active EE | $4,475 | $3,218+39.0% | $2,718+64.6% | $4,762-6.0% |
| Participant deferral / active EE | $11,223 | $4,603+143.8% | $4,069+175.8% | $5,850+91.8% |
| Admin fee / account holder | $1,065 | $10,748-90.1% | $7,888-86.5% | $11,596-90.8% |