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 | $265,446 | $106,515+149.2% | $96,683+174.6% | $139,434+90.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.14% | 38.43%-25.3pp | 35.69%-22.6pp | 372.94%-359.8pp |
| Employer contribution / active EE | $15,289 | $4,103+272.6% | $3,737+309.2% | $4,751+221.8% |
| Participant deferral / active EE | $9,048 | $5,454+65.9% | $4,878+85.5% | $6,710+34.8% |
| Admin fee / account holder | $29,449 | $7,877+273.9% | $6,730+337.6% | $11,403+158.3% |