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 | $307,038 | $104,974+192.5% | $95,585+221.2% | $142,382+115.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 19.91% | 210.33%-190.4pp | 38.56%-18.6pp | 217.08%-197.2pp |
| Employer contribution / active EE | $2,073 | $2,779-25.4% | $2,527-17.9% | $4,299-51.8% |
| Participant deferral / active EE | $4,327 | $4,352-0.6% | $4,023+7.6% | $6,507-33.5% |
| Admin fee / account holder | $22,811 | $6,386+257.2% | $6,127+272.3% | $12,624+80.7% |