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 | $292,620 | $85,022+244.2% | $70,515+315.0% | $139,434+109.9% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 13.82% | 30.38%-16.6pp | 32.77%-18.9pp | 372.94%-359.1pp |
| Employer contribution / active EE | $20,000 | $3,909+411.6% | $2,973+572.6% | $4,751+321.0% |
| Participant deferral / active EE | $20,000 | $5,890+239.5% | $4,567+337.9% | $6,710+198.1% |
| Admin fee / account holder | $7,666 | $8,906-13.9% | $6,412+19.6% | $11,403-32.8% |