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 | $318,905 | $124,281+156.6% | $109,143+192.2% | $167,490+90.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.06% | 26.04%-13.0pp | 25.75%-12.7pp | 478.56%-465.5pp |
| Employer contribution / active EE | $3,122 | $4,207-25.8% | $3,722-16.1% | $4,837-35.5% |
| Participant deferral / active EE | $12,131 | $5,255+130.8% | $4,653+160.7% | $6,341+91.3% |
| Admin fee / account holder | $192,981 | $7,970+2321.4% | $6,752+2758.0% | $12,309+1467.8% |