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 | $276,338 | $115,770+138.7% | $101,248+172.9% | $158,922+73.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.62% | 56.14%-39.5pp | 46.47%-29.9pp | 302.83%-286.2pp |
| Employer contribution / active EE | $3,341 | $4,175-20.0% | $3,660-8.7% | $4,761-29.8% |
| Participant deferral / active EE | $13,176 | $4,957+165.8% | $4,370+201.5% | $5,982+120.3% |
| Admin fee / account holder | $1,616 | $7,245-77.7% | $5,945-72.8% | $11,246-85.6% |