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 | $284,161 | $111,814+154.1% | $103,374+174.9% | $145,959+94.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.04% | 24.77%-11.7pp | 24.89%-11.9pp | 561.95%-548.9pp |
| Employer contribution / active EE | $6,000 | $4,214+42.4% | $3,869+55.1% | $4,661+28.7% |
| Participant deferral / active EE | $6,572 | $5,618+17.0% | $5,058+29.9% | $6,689-1.7% |
| Admin fee / account holder | $2,607 | $9,754-73.3% | $8,394-68.9% | $13,398-80.5% |