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 | $252,444 | $100,773+150.5% | $88,946+183.8% | $142,382+77.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 17.68% | 70.18%-52.5pp | 57.82%-40.1pp | 217.08%-199.4pp |
| Employer contribution / active EE | $9,883 | $2,918+238.7% | $2,555+286.8% | $4,299+129.9% |
| Participant deferral / active EE | $13,216 | $5,230+152.7% | $4,581+188.5% | $6,507+103.1% |
| Admin fee / account holder | $5,346 | $9,693-44.8% | $8,261-35.3% | $12,624-57.6% |