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 | $314,973 | $152,587+106.4% | $125,175+151.6% | $152,861+106.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 17.19% | 54.84%-37.6pp | 43.79%-26.6pp | 345.32%-328.1pp |
| Employer contribution / active EE | $31,427 | $4,946+535.4% | $3,865+713.0% | $4,762+559.9% |
| Participant deferral / active EE | $8,504 | $5,868+44.9% | $4,937+72.3% | $5,850+45.4% |
| Admin fee / account holder | $2,585 | $13,434-80.8% | $9,702-73.4% | $11,596-77.7% |