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 | $639,214 | $111,754+472.0% | $103,333+518.6% | $145,922+338.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.43% | 24.77%-13.3pp | 24.88%-13.4pp | 561.29%-549.9pp |
| Employer contribution / active EE | $2,283 | $4,212-45.8% | $3,868-41.0% | $4,660-51.0% |
| Participant deferral / active EE | $22,000 | $5,619+291.6% | $5,057+335.0% | $6,688+229.0% |
| Admin fee / account holder | $5,774 | $9,750-40.8% | $8,355-30.9% | $13,397-56.9% |