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 | $326,117 | $74,888+335.5% | $71,209+358.0% | $142,382+129.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.58% | 345.14%-327.6pp | 282.51%-264.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,820 | $2,854-36.2% | $2,721-33.1% | $4,299-57.7% |
| Participant deferral / active EE | $4,413 | $4,454-0.9% | $4,175+5.7% | $6,507-32.2% |
| Admin fee / account holder | $8,592 | $5,568+54.3% | $5,349+60.6% | $12,624-31.9% |