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 | $344,793 | $117,983+192.2% | $101,794+238.7% | $142,382+142.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.05% | 36.92%-19.9pp | 30.53%-13.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $13,207 | $2,773+376.3% | $2,289+477.0% | $4,299+207.2% |
| Participant deferral / active EE | $28,500 | $4,714+504.6% | $4,084+597.8% | $6,507+338.0% |
| Admin fee / account holder | $745 | $10,433-92.9% | $8,777-91.5% | $12,624-94.1% |