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 | $318,879 | $99,877+219.3% | $84,966+275.3% | $145,922+118.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 20.21% | 83.76%-63.6pp | 66.38%-46.2pp | 561.29%-541.1pp |
| Employer contribution / active EE | $13,623 | $3,231+321.6% | $2,727+399.5% | $4,660+192.4% |
| Participant deferral / active EE | $14,840 | $5,291+180.5% | $4,519+228.4% | $6,688+121.9% |
| Admin fee / account holder | $534 | $7,248-92.6% | $6,149-91.3% | $13,397-96.0% |