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 | $313,578 | $117,983+165.8% | $101,794+208.1% | $142,382+120.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 10.14% | 36.92%-26.8pp | 30.53%-20.4pp | 217.08%-206.9pp |
| Employer contribution / active EE | $8,571 | $2,773+209.1% | $2,289+274.5% | $4,299+99.4% |
| Participant deferral / active EE | $9,946 | $4,714+111.0% | $4,084+143.5% | $6,507+52.9% |
| Admin fee / account holder | $22,769 | $10,433+118.2% | $8,777+159.4% | $12,624+80.4% |