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 | $422,588 | $162,781+159.6% | $133,956+215.5% | $158,922+165.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 6.73% | 41.94%-35.2pp | 45.09%-38.4pp | 302.83%-296.1pp |
| Employer contribution / active EE | $15,340 | $4,975+208.3% | $3,919+291.5% | $4,761+222.2% |
| Participant deferral / active EE | $11,056 | $5,911+87.0% | $5,048+119.0% | $5,982+84.8% |
| Admin fee / account holder | $294,924 | $11,736+2412.9% | $8,927+3203.7% | $11,246+2522.5% |