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 | $272,369 | $154,117+76.7% | $129,995+109.5% | $139,434+95.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 19.44% | 32.48%-13.0pp | -137.18%+156.6pp | 372.94%-353.5pp |
| Employer contribution / active EE | $2,837 | $5,289-46.4% | $4,320-34.3% | $4,751-40.3% |
| Participant deferral / active EE | $5,008 | $6,710-25.4% | $5,820-14.0% | $6,710-25.4% |
| Admin fee / account holder | $4,834 | $14,007-65.5% | $10,614-54.5% | $11,403-57.6% |