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 | $257,018 | $117,841+118.1% | $102,423+150.9% | $145,922+76.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.15% | 31.65%-18.5pp | 29.32%-16.2pp | 561.29%-548.1pp |
| Employer contribution / active EE | $7,562 | $3,615+109.2% | $3,023+150.1% | $4,660+62.3% |
| Participant deferral / active EE | $5,736 | $5,731+0.1% | $5,053+13.5% | $6,688-14.2% |
| Admin fee / account holder | $86,965 | $13,326+552.6% | $9,451+820.2% | $13,397+549.1% |