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 | $252,291 | $165,984+52.0% | $164,813+53.1% | $145,922+72.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 25.20% | 100.03%-74.8pp | 69.93%-44.7pp | 561.29%-536.1pp |
| Employer contribution / active EE | $3,320 | $5,273-37.0% | $4,341-23.5% | $4,660-28.8% |
| Participant deferral / active EE | $10,484 | $6,959+50.7% | $6,031+73.8% | $6,688+56.8% |
| Admin fee / account holder | $1,908 | $16,648-88.5% | $12,690-85.0% | $13,397-85.8% |