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 | $332,818 | $140,940+136.1% | $112,229+196.6% | $139,434+138.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.17% | 32.71%-19.5pp | 30.20%-17.0pp | 372.94%-359.8pp |
| Employer contribution / active EE | $6,848 | $4,283+59.9% | $3,430+99.6% | $4,751+44.1% |
| Participant deferral / active EE | $3,073 | $5,874-47.7% | $4,798-36.0% | $6,710-54.2% |
| Admin fee / account holder | $32,800 | $9,954+229.5% | $7,748+323.3% | $11,403+187.7% |