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 | $338,085 | $176,812+91.2% | $146,665+130.5% | $167,490+101.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.59% | 24.03%-12.4pp | 22.74%-11.2pp | 478.56%-467.0pp |
| Employer contribution / active EE | $12,222 | $5,160+136.9% | $4,136+195.5% | $4,837+152.7% |
| Participant deferral / active EE | $5,955 | $6,440-7.5% | $5,506+8.2% | $6,341-6.1% |
| Admin fee / account holder | $2,538 | $13,259-80.9% | $10,280-75.3% | $12,309-79.4% |