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 | $295,571 | $126,574+133.5% | $106,213+178.3% | $145,922+102.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.53% | 224.79%-212.3pp | 116.14%-103.6pp | 561.29%-548.8pp |
| Employer contribution / active EE | $2,014 | $3,730-46.0% | $3,171-36.5% | $4,660-56.8% |
| Participant deferral / active EE | $8,451 | $5,724+47.7% | $5,016+68.5% | $6,688+26.4% |
| Admin fee / account holder | $1,760 | $17,304-89.8% | $11,033-84.1% | $13,397-86.9% |