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 | $324,023 | $133,958+141.9% | $112,228+188.7% | $134,475+141.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.84% | 47.11%-66.0pp | 27.45%-46.3pp | 417.96%-436.8pp |
| Employer contribution / active EE | $15,626 | $4,038+287.0% | $3,635+329.9% | $4,740+229.7% |
| Participant deferral / active EE | $14,679 | $5,291+177.5% | $4,728+210.5% | $6,400+129.4% |
| Admin fee / account holder | $24,910 | $7,489+232.6% | $6,410+288.6% | $11,426+118.0% |