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 | $365,447 | $118,849+207.5% | $96,562+278.5% | $167,490+118.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 10.30% | 50.49%-40.2pp | 37.78%-27.5pp | 478.56%-468.3pp |
| Employer contribution / active EE | $4,256 | $3,120+36.4% | $2,356+80.6% | $4,837-12.0% |
| Participant deferral / active EE | $14,232 | $4,616+208.3% | $3,849+269.8% | $6,341+124.4% |
| Admin fee / account holder | $1,885 | $8,065-76.6% | $6,181-69.5% | $12,309-84.7% |