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 | $309,731 | $167,484+84.9% | $151,611+104.3% | $134,475+130.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.91% | 7.80%-17.7pp | 3.33%-13.2pp | 417.96%-427.9pp |
| Employer contribution / active EE | $9,102 | $6,829+33.3% | $6,166+47.6% | $4,740+92.0% |
| Participant deferral / active EE | $22,518 | $8,986+150.6% | $8,363+169.2% | $6,400+251.9% |
| Admin fee / account holder | $62,957 | $13,783+356.8% | $11,616+442.0% | $11,426+451.0% |