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 | $382,266 | $176,812+116.2% | $146,665+160.6% | $167,490+128.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.19% | 24.03%-13.8pp | 22.74%-12.6pp | 478.56%-468.4pp |
| Employer contribution / active EE | $6,934 | $5,160+34.4% | $4,136+67.6% | $4,837+43.3% |
| Participant deferral / active EE | $7,915 | $6,440+22.9% | $5,506+43.8% | $6,341+24.8% |
| Admin fee / account holder | $77,386 | $13,259+483.6% | $10,280+652.8% | $12,309+528.7% |