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 | $298,351 | $154,117+93.6% | $129,995+129.5% | $139,434+114.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 15.29% | 32.48%-17.2pp | -137.18%+152.5pp | 372.94%-357.7pp |
| Employer contribution / active EE | $4,780 | $5,289-9.6% | $4,320+10.7% | $4,751+0.6% |
| Participant deferral / active EE | $9,850 | $6,710+46.8% | $5,820+69.2% | $6,710+46.8% |
| Admin fee / account holder | $6,272 | $14,007-55.2% | $10,614-40.9% | $11,403-45.0% |