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 | $366,968 | $96,635+279.7% | $86,612+323.7% | $139,434+163.2% |
| Participation rate | 70.6% | 74.4%-3.8pp | 71.7%-1.1pp | 80.3%-9.7pp |
| Annual return | 17.06% | 106.41%-89.4pp | 591.07%-574.0pp | 372.94%-355.9pp |
| Employer contribution / active EE | $2,360 | $3,263-27.7% | $3,022-21.9% | $4,751-50.3% |
| Participant deferral / active EE | $7,556 | $4,836+56.2% | $4,438+70.3% | $6,710+12.6% |
| Admin fee / account holder | $2,476 | $6,408-61.4% | $5,614-55.9% | $11,403-78.3% |