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 | $317,078 | $152,587+107.8% | $125,175+153.3% | $152,861+107.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 23.77% | 54.84%-31.1pp | 43.79%-20.0pp | 345.32%-321.6pp |
| Employer contribution / active EE | $3,333 | $4,946-32.6% | $3,865-13.8% | $4,762-30.0% |
| Participant deferral / active EE | $7,604 | $5,868+29.6% | $4,937+54.0% | $5,850+30.0% |
| Admin fee / account holder | $959 | $13,434-92.9% | $9,702-90.1% | $11,596-91.7% |