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 3-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 | $370,357 | $111,754+231.4% | $103,333+258.4% | $145,922+153.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 32.29% | 24.77%+7.5pp | 24.88%+7.4pp | 561.29%-529.0pp |
| Employer contribution / active EE | $2,055 | $4,212-51.2% | $3,868-46.9% | $4,660-55.9% |
| Participant deferral / active EE | $11,470 | $5,619+104.1% | $5,057+126.8% | $6,688+71.5% |
| Admin fee / account holder | $1,826 | $9,750-81.3% | $8,355-78.1% | $13,397-86.4% |