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 | $315,978 | $99,918+216.2% | $81,382+288.3% | $145,922+116.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 11.30% | 34.32%-23.0pp | 24.73%-13.4pp | 561.29%-550.0pp |
| Employer contribution / active EE | $3,111 | $2,978+4.5% | $2,463+26.3% | $4,660-33.2% |
| Participant deferral / active EE | $13,847 | $4,605+200.7% | $3,883+256.6% | $6,688+107.0% |
| Admin fee / account holder | $3,061 | $8,212-62.7% | $5,768-46.9% | $13,397-77.2% |