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 | $329,121 | $110,261+198.5% | $95,745+243.7% | $139,434+136.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.33% | 27.11%-8.8pp | 28.35%-10.0pp | 372.94%-354.6pp |
| Employer contribution / active EE | $12,000 | $3,257+268.4% | $2,835+323.4% | $4,751+152.6% |
| Participant deferral / active EE | $18,000 | $4,676+285.0% | $4,245+324.1% | $6,710+168.2% |
| Admin fee / account holder | $4,303 | $6,613-34.9% | $5,678-24.2% | $11,403-62.3% |