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 | $1,064,477 | $110,809+860.6% | $86,874+1125.3% | $167,490+535.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 26.40% | 116.98%-90.6pp | 63.52%-37.1pp | 478.56%-452.2pp |
| Employer contribution / active EE | $1,300 | $3,244-59.9% | $2,495-47.9% | $4,837-73.1% |
| Participant deferral / active EE | $13,000 | $4,546+186.0% | $3,699+251.4% | $6,341+105.0% |
| Admin fee / account holder | $11,973 | $8,415+42.3% | $5,828+105.4% | $12,309-2.7% |