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 | $254,327 | $127,386+99.7% | $115,037+121.1% | $125,391+102.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.50% | 31.28%-33.8pp | 26.14%-28.6pp | 282.22%-284.7pp |
| Employer contribution / active EE | $3,083 | $5,166-40.3% | $4,608-33.1% | $4,866-36.6% |
| Participant deferral / active EE | $9,077 | $6,423+41.3% | $6,026+50.6% | $5,352+69.6% |
| Admin fee / account holder | $3,103 | $9,516-67.4% | $8,175-62.0% | $9,540-67.5% |