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 | $349,410 | $127,386+174.3% | $115,037+203.7% | $125,391+178.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.72% | 31.28%-33.0pp | 26.14%-27.9pp | 282.22%-283.9pp |
| Employer contribution / active EE | $10,402 | $5,166+101.3% | $4,608+125.7% | $4,866+113.8% |
| Participant deferral / active EE | $16,057 | $6,423+150.0% | $6,026+166.4% | $5,352+200.0% |
| Admin fee / account holder | $104,115 | $9,516+994.1% | $8,175+1173.6% | $9,540+991.3% |