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 | $306,482 | $297,529+3.0% | $246,525+24.3% | $357,791-14.3% |
| Participation rate | 100.0% | 86.5%+13.5pp | 82.0%+18.0pp | 85.6%+14.4pp |
| Annual return | 19.42% | -2.25%+21.7pp | 0.46%+19.0pp | 396.79%-377.4pp |
| Employer contribution / active EE | $18,235 | $8,709+109.4% | $7,467+144.2% | $7,508+142.9% |
| Participant deferral / active EE | $10,418 | $6,076+71.5% | $5,422+92.1% | $5,521+88.7% |
| Admin fee / account holder | $27,792 | $16,212+71.4% | $16,551+67.9% | $28,387-2.1% |