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 4-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 | $413,138 | $111,754+269.7% | $103,333+299.8% | $145,922+183.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.69% | 24.77%-8.1pp | 24.88%-8.2pp | 561.29%-544.6pp |
| Employer contribution / active EE | $19,018 | $4,212+351.5% | $3,868+391.7% | $4,660+308.2% |
| Participant deferral / active EE | $21,927 | $5,619+290.3% | $5,057+333.5% | $6,688+227.9% |
| Admin fee / account holder | $1,753 | $9,750-82.0% | $8,355-79.0% | $13,397-86.9% |