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 | $260,104 | $99,877+160.4% | $84,966+206.1% | $145,922+78.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 18.83% | 83.76%-64.9pp | 66.38%-47.6pp | 561.29%-542.5pp |
| Employer contribution / active EE | $3,350 | $3,231+3.7% | $2,727+22.9% | $4,660-28.1% |
| Participant deferral / active EE | $1,976 | $5,291-62.7% | $4,519-56.3% | $6,688-70.5% |
| Admin fee / account holder | $37,847 | $7,248+422.2% | $6,149+515.5% | $13,397+182.5% |