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 | $435,419 | $176,812+146.3% | $146,665+196.9% | $167,490+160.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.93% | 24.03%-9.1pp | 22.74%-7.8pp | 478.56%-463.6pp |
| Employer contribution / active EE | $3,564 | $5,160-30.9% | $4,136-13.8% | $4,837-26.3% |
| Participant deferral / active EE | $7,706 | $6,440+19.7% | $5,506+40.0% | $6,341+21.5% |
| Admin fee / account holder | $2,645 | $13,259-80.1% | $10,280-74.3% | $12,309-78.5% |