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 | $290,416 | $100,852+188.0% | $90,404+221.2% | $158,922+82.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.07% | 1724.20%-1706.1pp | 1293.02%-1274.9pp | 302.83%-284.8pp |
| Employer contribution / active EE | $3,148 | $3,689-14.7% | $3,262-3.5% | $4,761-33.9% |
| Participant deferral / active EE | $9,224 | $4,348+112.2% | $3,963+132.7% | $5,982+54.2% |
| Admin fee / account holder | $1,847 | $6,501-71.6% | $5,611-67.1% | $11,246-83.6% |