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 | $269,362 | $99,020+172.0% | $86,590+211.1% | $147,584+82.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.41% | 1312.34%-1295.9pp | 964.84%-948.4pp | 578.55%-562.1pp |
| Employer contribution / active EE | $3,216 | $3,132+2.7% | $2,839+13.3% | $4,876-34.0% |
| Participant deferral / active EE | $8,749 | $3,972+120.3% | $3,609+142.4% | $5,439+60.9% |
| Admin fee / account holder | $1,330 | $5,710-76.7% | $4,906-72.9% | $10,885-87.8% |