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 | $501,050 | $115,708+333.0% | $65,255+667.8% | $139,434+259.3% |
| Participation rate | 100.0% | 67.8%+32.2pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | 19.80% | 31.19%-11.4pp | 47.35%-27.6pp | 372.94%-353.1pp |
| Employer contribution / active EE | $6,720 | $2,599+158.5% | $1,691+297.3% | $4,751+41.5% |
| Participant deferral / active EE | $30,000 | $4,240+607.6% | $2,831+959.7% | $6,710+347.1% |
| Admin fee / account holder | $609 | $6,698-90.9% | $4,112-85.2% | $11,403-94.7% |