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 | $253,314 | $117,841+115.0% | $102,423+147.3% | $145,922+73.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.79% | 31.65%-13.9pp | 29.32%-11.5pp | 561.29%-543.5pp |
| Employer contribution / active EE | $6,808 | $3,615+88.3% | $3,023+125.2% | $4,660+46.1% |
| Participant deferral / active EE | $6,146 | $5,731+7.2% | $5,053+21.6% | $6,688-8.1% |
| Admin fee / account holder | $2,914 | $13,326-78.1% | $9,451-69.2% | $13,397-78.3% |