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 | $262,295 | $102,604+155.6% | $86,188+204.3% | $139,434+88.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 21.85% | 1922.51%-1900.7pp | 1168.45%-1146.6pp | 372.94%-351.1pp |
| Employer contribution / active EE | $996 | $3,032-67.1% | $2,380-58.1% | $4,751-79.0% |
| Participant deferral / active EE | $10,682 | $4,676+128.5% | $3,985+168.0% | $6,710+59.2% |
| Admin fee / account holder | $2,459 | $8,657-71.6% | $6,852-64.1% | $11,403-78.4% |