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 | $287,449 | $201,272+42.8% | $184,203+56.1% | $145,922+97.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.24% | 29.00%-10.8pp | 28.81%-10.6pp | 561.29%-543.0pp |
| Employer contribution / active EE | $3,994 | $7,022-43.1% | $6,427-37.9% | $4,660-14.3% |
| Participant deferral / active EE | $7,678 | $9,806-21.7% | $9,131-15.9% | $6,688+14.8% |
| Admin fee / account holder | $11,298 | $16,364-31.0% | $13,901-18.7% | $13,397-15.7% |