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 | $292,008 | $101,069+188.9% | $81,478+258.4% | $147,584+97.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 11.11% | 32.40%-21.3pp | 38.78%-27.7pp | 578.55%-567.4pp |
| Employer contribution / active EE | $4,063 | $3,205+26.8% | $2,568+58.2% | $4,876-16.7% |
| Participant deferral / active EE | $12,269 | $4,242+189.2% | $3,537+246.9% | $5,439+125.6% |
| Admin fee / account holder | $7,143 | $5,812+22.9% | $4,561+56.6% | $10,885-34.4% |