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 | $370,835 | $117,841+214.7% | $102,423+262.1% | $145,922+154.1% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 10.74% | 31.65%-20.9pp | 29.32%-18.6pp | 561.29%-550.5pp |
| Employer contribution / active EE | $6,542 | $3,615+81.0% | $3,023+116.4% | $4,660+40.4% |
| Participant deferral / active EE | $8,790 | $5,731+53.4% | $5,053+74.0% | $6,688+31.4% |
| Admin fee / account holder | $1,660 | $13,326-87.5% | $9,451-82.4% | $13,397-87.6% |