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 | $318,802 | $99,032+221.9% | $80,019+298.4% | $135,375+135.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -7.45% | 15.39%-22.8pp | 11.22%-18.7pp | 519.73%-527.2pp |
| Employer contribution / active EE | $38,736 | $3,043+1172.8% | $2,468+1469.6% | $4,779+710.6% |
| Participant deferral / active EE | $17,700 | $4,282+313.4% | $3,686+380.2% | $5,609+215.6% |
| Admin fee / account holder | $825 | $10,436-92.1% | $6,521-87.3% | $10,827-92.4% |