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 | $270,488 | $106,890+153.1% | $84,015+222.0% | $152,861+77.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 21.02% | 104.99%-84.0pp | 71.31%-50.3pp | 345.32%-324.3pp |
| Employer contribution / active EE | $1,038 | $2,734-62.0% | $1,983-47.7% | $4,762-78.2% |
| Participant deferral / active EE | $4,560 | $4,011+13.7% | $3,239+40.8% | $5,850-22.1% |
| Admin fee / account holder | $7,166 | $8,285-13.5% | $6,101+17.5% | $11,596-38.2% |