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 | $416,255 | $154,228+169.9% | $145,433+186.2% | $137,256+203.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.09% | 74.59%-57.5pp | 66.58%-49.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $3,863 | $4,804-19.6% | $4,554-15.2% | $4,156-7.1% |
| Participant deferral / active EE | $13,818 | $8,216+68.2% | $7,897+75.0% | $6,407+115.7% |
| Admin fee / account holder | $4,160 | $14,344-71.0% | $13,129-68.3% | $12,270-66.1% |