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 | $275,276 | $127,100+116.6% | $105,738+160.3% | $135,375+103.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 54.86% | 4.49%+50.4pp | 6.27%+48.6pp | 519.73%-464.9pp |
| Employer contribution / active EE | $4,456 | $4,107+8.5% | $3,268+36.3% | $4,779-6.8% |
| Participant deferral / active EE | $10,000 | $5,064+97.5% | $4,080+145.1% | $5,609+78.3% |
| Admin fee / account holder | $6,534 | $9,087-28.1% | $6,913-5.5% | $10,827-39.7% |