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 | $315,370 | $101,069+212.0% | $81,478+287.1% | $147,584+113.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 9.65% | 32.40%-22.7pp | 38.78%-29.1pp | 578.55%-568.9pp |
| Employer contribution / active EE | $25,297 | $3,205+689.3% | $2,568+885.2% | $4,876+418.8% |
| Participant deferral / active EE | $16,733 | $4,242+294.5% | $3,537+373.1% | $5,439+207.7% |
| Admin fee / account holder | $3,377 | $5,812-41.9% | $4,561-26.0% | $10,885-69.0% |