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 | $273,379 | $152,587+79.2% | $125,175+118.4% | $152,861+78.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 17.12% | 54.84%-37.7pp | 43.79%-26.7pp | 345.32%-328.2pp |
| Employer contribution / active EE | $3,569 | $4,946-27.8% | $3,865-7.7% | $4,762-25.1% |
| Participant deferral / active EE | $8,757 | $5,868+49.2% | $4,937+77.4% | $5,850+49.7% |
| Admin fee / account holder | $86,797 | $13,434+546.1% | $9,702+794.6% | $11,596+648.5% |