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 | $336,193 | $70,606+376.2% | $53,898+523.8% | $142,382+136.1% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 14.90% | 619.81%-604.9pp | 528.60%-513.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,938 | $1,202+61.2% | $932+107.9% | $4,299-54.9% |
| Participant deferral / active EE | $12,876 | $2,364+444.7% | $1,826+605.1% | $6,507+97.9% |
| Admin fee / account holder | $10,483 | $2,852+267.6% | $2,491+320.9% | $12,624-17.0% |