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 | $324,764 | $157,256+106.5% | $141,162+130.1% | $152,861+112.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.61% | 64.32%-40.7pp | 71.39%-47.8pp | 345.32%-321.7pp |
| Employer contribution / active EE | $10,082 | $5,261+91.6% | $4,735+112.9% | $4,762+111.7% |
| Participant deferral / active EE | $9,053 | $7,109+27.3% | $6,709+34.9% | $5,850+54.8% |
| Admin fee / account holder | $2,199 | $12,120-81.9% | $10,261-78.6% | $11,596-81.0% |