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 | $282,490 | $176,812+59.8% | $146,665+92.6% | $167,490+68.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 33.15% | 24.03%+9.1pp | 22.74%+10.4pp | 478.56%-445.4pp |
| Employer contribution / active EE | $13,889 | $5,160+169.2% | $4,136+235.8% | $4,837+187.1% |
| Participant deferral / active EE | $2,507 | $6,440-61.1% | $5,506-54.5% | $6,341-60.5% |
| Admin fee / account holder | $59,655 | $13,259+349.9% | $10,280+480.3% | $12,309+384.6% |