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 | $367,109 | $124,319+195.3% | $111,297+229.8% | $167,490+119.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 16.44% | 37.44%-21.0pp | 54.65%-38.2pp | 478.56%-462.1pp |
| Employer contribution / active EE | $9,012 | $3,435+162.3% | $2,731+230.0% | $4,837+86.3% |
| Participant deferral / active EE | $9,465 | $5,180+82.7% | $4,487+110.9% | $6,341+49.3% |
| Admin fee / account holder | $4,191 | $10,618-60.5% | $7,964-47.4% | $12,309-65.9% |