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 | $133,922+94.5% | $116,228+124.2% | $142,382+83.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 10.89% | 147.76%-136.9pp | 90.06%-79.2pp | 217.08%-206.2pp |
| Employer contribution / active EE | $3,143 | $3,446-8.8% | $2,994+4.9% | $4,299-26.9% |
| Participant deferral / active EE | $8,969 | $5,672+58.1% | $4,953+81.1% | $6,507+37.8% |
| Admin fee / account holder | $817 | $14,945-94.5% | $11,989-93.2% | $12,624-93.5% |