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 | $260,541 | $132,634+96.4% | $115,768+125.1% | $137,256+89.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 10.89% | 160.70%-149.8pp | 100.46%-89.6pp | 220.34%-209.4pp |
| Employer contribution / active EE | $3,143 | $3,360-6.5% | $2,940+6.9% | $4,156-24.4% |
| Participant deferral / active EE | $8,969 | $5,619+59.6% | $4,917+82.4% | $6,407+40.0% |
| Admin fee / account holder | $817 | $15,028-94.6% | $12,439-93.4% | $12,270-93.3% |