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 | $331,529 | $117,381+182.4% | $99,443+233.4% | $152,861+116.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 17.73% | 31.87%-14.1pp | 30.72%-13.0pp | 345.32%-327.6pp |
| Employer contribution / active EE | $17,793 | $3,013+490.6% | $2,540+600.6% | $4,762+273.6% |
| Participant deferral / active EE | $13,900 | $4,086+240.2% | $3,619+284.1% | $5,850+137.6% |
| Admin fee / account holder | $1,110 | $7,631-85.5% | $6,250-82.2% | $11,596-90.4% |