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 | $290,492 | $154,117+88.5% | $129,995+123.5% | $139,434+108.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.12% | 32.48%-20.4pp | -137.18%+149.3pp | 372.94%-360.8pp |
| Employer contribution / active EE | $6,275 | $5,289+18.6% | $4,320+45.3% | $4,751+32.1% |
| Participant deferral / active EE | $7,960 | $6,710+18.6% | $5,820+36.8% | $6,710+18.6% |
| Admin fee / account holder | $36,257 | $14,007+158.9% | $10,614+241.6% | $11,403+218.0% |