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 | $301,727 | $99,652+202.8% | $78,778+283.0% | $147,584+104.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 16.78% | 47.28%-30.5pp | 35.62%-18.8pp | 578.55%-561.8pp |
| Employer contribution / active EE | $8,333 | $2,796+198.1% | $1,986+319.7% | $4,876+70.9% |
| Participant deferral / active EE | $5,120 | $3,664+39.8% | $2,958+73.1% | $5,439-5.9% |
| Admin fee / account holder | $491 | $7,155-93.1% | $5,134-90.4% | $10,885-95.5% |