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 | $301,056 | $152,587+97.3% | $125,175+140.5% | $152,861+96.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 16.35% | 54.84%-38.5pp | 43.79%-27.4pp | 345.32%-329.0pp |
| Employer contribution / active EE | $10,058 | $4,946+103.3% | $3,865+160.2% | $4,762+111.2% |
| Participant deferral / active EE | $12,118 | $5,868+106.5% | $4,937+145.5% | $5,850+107.1% |
| Admin fee / account holder | $1,560 | $13,434-88.4% | $9,702-83.9% | $11,596-86.5% |