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 | $311,405 | $111,754+178.7% | $103,333+201.4% | $145,922+113.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.84% | 24.77%-11.9pp | 24.88%-12.0pp | 561.29%-548.4pp |
| Employer contribution / active EE | $6,887 | $4,212+63.5% | $3,868+78.0% | $4,660+47.8% |
| Participant deferral / active EE | $14,527 | $5,619+158.5% | $5,057+187.2% | $6,688+117.2% |
| Admin fee / account holder | $3,190 | $9,750-67.3% | $8,355-61.8% | $13,397-76.2% |