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 | $426,699 | $176,056+142.4% | $159,436+167.6% | $167,490+154.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.82% | 331.75%-315.9pp | 263.57%-247.8pp | 478.56%-462.7pp |
| Employer contribution / active EE | $3,819 | $5,297-27.9% | $4,829-20.9% | $4,837-21.1% |
| Participant deferral / active EE | $12,270 | $7,750+58.3% | $7,352+66.9% | $6,341+93.5% |
| Admin fee / account holder | $3,657 | $12,554-70.9% | $10,799-66.1% | $12,309-70.3% |