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 | $316,511 | $118,849+166.3% | $96,562+227.8% | $167,490+89.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 18.28% | 50.49%-32.2pp | 37.78%-19.5pp | 478.56%-460.3pp |
| Employer contribution / active EE | $5,213 | $3,120+67.1% | $2,356+121.2% | $4,837+7.8% |
| Participant deferral / active EE | $5,193 | $4,616+12.5% | $3,849+34.9% | $6,341-18.1% |
| Admin fee / account holder | $4,454 | $8,065-44.8% | $6,181-27.9% | $12,309-63.8% |