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 7-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 | $344,267 | $117,841+192.1% | $102,423+236.1% | $145,922+135.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.39% | 31.65%-17.3pp | 29.32%-14.9pp | 561.29%-546.9pp |
| Employer contribution / active EE | $18,875 | $3,615+422.2% | $3,023+524.3% | $4,660+305.1% |
| Participant deferral / active EE | $11,952 | $5,731+108.6% | $5,053+136.5% | $6,688+78.7% |
| Admin fee / account holder | $3,773 | $13,326-71.7% | $9,451-60.1% | $13,397-71.8% |