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 | $307,508 | $183,592+67.5% | $155,567+97.7% | $145,959+110.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.61% | 61.24%-41.6pp | 64.74%-45.1pp | 561.95%-542.3pp |
| Employer contribution / active EE | $1,988 | $5,315-62.6% | $4,674-57.5% | $4,661-57.3% |
| Participant deferral / active EE | $6,377 | $6,464-1.3% | $5,628+13.3% | $6,689-4.7% |
| Admin fee / account holder | $4,454 | $19,318-76.9% | $15,916-72.0% | $13,398-66.8% |