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 | $362,082 | $158,817+128.0% | $121,196+198.8% | $135,375+167.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | 17.54% | -0.64%+18.2pp | 16.93%+0.6pp | 519.73%-502.2pp |
| Employer contribution / active EE | $16,715 | $5,665+195.1% | $4,022+315.6% | $4,779+249.8% |
| Participant deferral / active EE | $6,167 | $4,005+54.0% | $3,344+84.4% | $5,609+9.9% |
| Admin fee / account holder | $14,393 | $6,512+121.0% | $5,019+186.8% | $10,827+32.9% |