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 | $370,426 | $105,859+249.9% | $90,160+310.9% | $147,584+151.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 13.44% | 37.63%-24.2pp | 34.88%-21.4pp | 578.55%-565.1pp |
| Employer contribution / active EE | $1,942 | $4,126-52.9% | $3,318-41.5% | $4,876-60.2% |
| Participant deferral / active EE | $8,973 | $5,733+56.5% | $5,288+69.7% | $5,439+65.0% |
| Admin fee / account holder | $10,020 | $8,046+24.5% | $5,943+68.6% | $10,885-7.9% |