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 | $301,040 | $117,841+155.5% | $102,423+193.9% | $145,922+106.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.48% | 31.65%-16.2pp | 29.32%-13.8pp | 561.29%-545.8pp |
| Employer contribution / active EE | $5,556 | $3,615+53.7% | $3,023+83.8% | $4,660+19.2% |
| Participant deferral / active EE | $7,002 | $5,731+22.2% | $5,053+38.6% | $6,688+4.7% |
| Admin fee / account holder | $2,942 | $13,326-77.9% | $9,451-68.9% | $13,397-78.0% |