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 | $476,941 | $115,770+312.0% | $101,248+371.1% | $158,922+200.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 23.94% | 56.14%-32.2pp | 46.47%-22.5pp | 302.83%-278.9pp |
| Employer contribution / active EE | $9,143 | $4,175+119.0% | $3,660+149.8% | $4,761+92.0% |
| Participant deferral / active EE | $6,116 | $4,957+23.4% | $4,370+39.9% | $5,982+2.2% |
| Admin fee / account holder | $3,575 | $7,245-50.7% | $5,945-39.9% | $11,246-68.2% |