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 | $253,894 | $133,958+89.5% | $112,228+126.2% | $134,475+88.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 3.36% | 47.11%-43.8pp | 27.45%-24.1pp | 417.96%-414.6pp |
| Employer contribution / active EE | $11,998 | $4,038+197.1% | $3,635+230.1% | $4,740+153.1% |
| Participant deferral / active EE | $18,740 | $5,291+254.2% | $4,728+296.4% | $6,400+192.8% |
| Admin fee / account holder | $3,539 | $7,489-52.7% | $6,410-44.8% | $11,426-69.0% |