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 | $401,356 | $201,272+99.4% | $184,203+117.9% | $145,922+175.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.49% | 29.00%-13.5pp | 28.81%-13.3pp | 561.29%-545.8pp |
| Employer contribution / active EE | $2,479 | $7,022-64.7% | $6,427-61.4% | $4,660-46.8% |
| Participant deferral / active EE | $11,923 | $9,806+21.6% | $9,131+30.6% | $6,688+78.3% |
| Admin fee / account holder | $19,723 | $16,364+20.5% | $13,901+41.9% | $13,397+47.2% |