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 | $280,789 | $97,744+187.3% | $103,476+171.4% | $145,922+92.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 14.03% | 25.41%-11.4pp | 23.90%-9.9pp | 561.29%-547.3pp |
| Employer contribution / active EE | $9,995 | $4,677+113.7% | $4,672+113.9% | $4,660+114.5% |
| Participant deferral / active EE | $11,452 | $6,603+73.4% | $6,623+72.9% | $6,688+71.2% |
| Admin fee / account holder | $1,593 | $12,515-87.3% | $9,413-83.1% | $13,397-88.1% |