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 | $310,567 | $152,587+103.5% | $125,175+148.1% | $152,861+103.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 13.65% | 54.84%-41.2pp | 43.79%-30.1pp | 345.32%-331.7pp |
| Employer contribution / active EE | $2,799 | $4,946-43.4% | $3,865-27.6% | $4,762-41.2% |
| Participant deferral / active EE | $11,821 | $5,868+101.5% | $4,937+139.4% | $5,850+102.1% |
| Admin fee / account holder | $8,034 | $13,434-40.2% | $9,702-17.2% | $11,596-30.7% |