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 | $278,586 | $126,574+120.1% | $106,213+162.3% | $145,922+90.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.62% | 224.79%-212.2pp | 116.14%-103.5pp | 561.29%-548.7pp |
| Employer contribution / active EE | $1,303 | $3,730-65.1% | $3,171-58.9% | $4,660-72.0% |
| Participant deferral / active EE | $3,423 | $5,724-40.2% | $5,016-31.8% | $6,688-48.8% |
| Admin fee / account holder | $4,358 | $17,304-74.8% | $11,033-60.5% | $13,397-67.5% |