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 | $355,137 | $118,450+199.8% | $98,439+260.8% | $139,434+154.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 37.75% | 18.94%+18.8pp | 21.16%+16.6pp | 372.94%-335.2pp |
| Employer contribution / active EE | $1,899 | $3,609-47.4% | $3,048-37.7% | $4,751-60.0% |
| Participant deferral / active EE | $6,262 | $5,392+16.1% | $4,738+32.2% | $6,710-6.7% |
| Admin fee / account holder | $2,658 | $14,026-81.1% | $8,948-70.3% | $11,403-76.7% |