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 | $261,385 | $124,319+110.3% | $111,297+134.9% | $167,490+56.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 22.82% | 37.44%-14.6pp | 54.65%-31.8pp | 478.56%-455.7pp |
| Employer contribution / active EE | $2,503 | $3,435-27.2% | $2,731-8.4% | $4,837-48.3% |
| Participant deferral / active EE | $14,613 | $5,180+182.1% | $4,487+225.7% | $6,341+130.4% |
| Admin fee / account holder | $981 | $10,618-90.8% | $7,964-87.7% | $12,309-92.0% |