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 | $320,460 | $362,131-11.5% | $285,549+12.2% | $357,791-10.4% |
| Participation rate | 100.0% | 89.8%+10.2pp | 83.2%+16.8pp | 85.6%+14.4pp |
| Annual return | 8.55% | 5.08%+3.5pp | 7.15%+1.4pp | 396.79%-388.2pp |
| Employer contribution / active EE | $15,015 | $5,952+152.3% | $5,022+199.0% | $7,508+100.0% |
| Participant deferral / active EE | $0 | $5,478-100.0% | $4,549-100.0% | $5,521-100.0% |
| Admin fee / account holder | $9,903 | $16,774-41.0% | $13,934-28.9% | $28,387-65.1% |