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 | $330,707 | $95,561+246.1% | $77,163+328.6% | $139,434+137.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.64% | 54.92%-45.3pp | 37.87%-28.2pp | 372.94%-363.3pp |
| Employer contribution / active EE | $11,469 | $3,147+264.4% | $2,535+352.5% | $4,751+141.4% |
| Participant deferral / active EE | $10,515 | $4,624+127.4% | $3,833+174.3% | $6,710+56.7% |
| Admin fee / account holder | $7,875 | $8,295-5.1% | $5,472+43.9% | $11,403-30.9% |