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 | $267,815 | $157,256+70.3% | $141,162+89.7% | $152,861+75.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.44% | 64.32%-38.9pp | 71.39%-45.9pp | 345.32%-319.9pp |
| Employer contribution / active EE | $3,617 | $5,261-31.2% | $4,735-23.6% | $4,762-24.1% |
| Participant deferral / active EE | $7,556 | $7,109+6.3% | $6,709+12.6% | $5,850+29.2% |
| Admin fee / account holder | $633 | $12,120-94.8% | $10,261-93.8% | $11,596-94.5% |