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 7-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 | $358,438 | $107,452+233.6% | $91,541+291.6% | $142,382+151.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 23.65% | 22.06%+1.6pp | 20.50%+3.1pp | 217.08%-193.4pp |
| Employer contribution / active EE | $23,500 | $2,994+684.9% | $2,505+838.3% | $4,299+446.6% |
| Participant deferral / active EE | $23,500 | $4,754+394.3% | $4,008+486.4% | $6,507+261.1% |
| Admin fee / account holder | $1,367 | $8,834-84.5% | $6,956-80.3% | $12,624-89.2% |