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 | $295,825 | $114,381+158.6% | $107,525+175.1% | $142,382+107.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.64% | 242.71%-229.1pp | 181.32%-167.7pp | 217.08%-203.4pp |
| Employer contribution / active EE | $6,818 | $4,015+69.8% | $3,754+81.6% | $4,299+58.6% |
| Participant deferral / active EE | $0 | $5,564-100.0% | $5,116-100.0% | $6,507-100.0% |
| Admin fee / account holder | $5,371 | $9,860-45.5% | $8,919-39.8% | $12,624-57.5% |