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 | $251,353 | $202,432+24.2% | $169,368+48.4% | $139,434+80.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.52% | 531.74%-515.2pp | 405.60%-389.1pp | 372.94%-356.4pp |
| Employer contribution / active EE | $13,134 | $4,692+179.9% | $4,013+227.3% | $4,751+176.5% |
| Participant deferral / active EE | $15,818 | $6,938+128.0% | $6,221+154.3% | $6,710+135.7% |
| Admin fee / account holder | $5,080 | $10,708-52.6% | $9,003-43.6% | $11,403-55.4% |