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 | $296,054 | $148,534+99.3% | $135,903+117.8% | $139,434+112.3% |
| Participation rate | 93.8% | 83.9%+9.9pp | 81.9%+11.8pp | 80.3%+13.4pp |
| Annual return | 22.90% | 79.19%-56.3pp | 68.23%-45.3pp | 372.94%-350.0pp |
| Employer contribution / active EE | $2,316 | $5,243-55.8% | $4,856-52.3% | $4,751-51.2% |
| Participant deferral / active EE | $4,711 | $8,100-41.8% | $7,758-39.3% | $6,710-29.8% |
| Admin fee / account holder | $4,326 | $12,400-65.1% | $10,762-59.8% | $11,403-62.1% |