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 | $302,890 | $99,918+203.1% | $81,382+272.2% | $145,922+107.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 9.76% | 34.32%-24.6pp | 24.73%-15.0pp | 561.29%-551.5pp |
| Employer contribution / active EE | $3,600 | $2,978+20.9% | $2,463+46.2% | $4,660-22.7% |
| Participant deferral / active EE | $3,000 | $4,605-34.9% | $3,883-22.7% | $6,688-55.1% |
| Admin fee / account holder | $16,878 | $8,212+105.5% | $5,768+192.6% | $13,397+26.0% |