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 | $306,832 | $110,261+178.3% | $95,745+220.5% | $139,434+120.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 34.95% | 27.11%+7.8pp | 28.35%+6.6pp | 372.94%-338.0pp |
| Employer contribution / active EE | $2,426 | $3,257-25.5% | $2,835-14.4% | $4,751-48.9% |
| Participant deferral / active EE | $16,454 | $4,676+251.9% | $4,245+287.7% | $6,710+145.2% |
| Admin fee / account holder | $1,534 | $6,613-76.8% | $5,678-73.0% | $11,403-86.5% |