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 | $439,389 | $142,405+208.5% | $115,157+281.6% | $152,861+187.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 44.29% | 41.48%+2.8pp | 35.60%+8.7pp | 345.32%-301.0pp |
| Employer contribution / active EE | $14,694 | $4,010+266.5% | $3,179+362.3% | $4,762+208.5% |
| Participant deferral / active EE | $2,818 | $5,164-45.4% | $4,168-32.4% | $5,850-51.8% |
| Admin fee / account holder | $8,679 | $8,462+2.6% | $7,088+22.5% | $11,596-25.2% |