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 | $389,831 | $95,416+308.6% | $185,823+109.8% | $85,850+354.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.62% | 23.59%-11.0pp | 122.05%-109.4pp | 318.53%-305.9pp |
| Employer contribution / active EE | $11,588 | $3,314+249.7% | $5,167+124.3% | $2,565+351.8% |
| Participant deferral / active EE | $5,928 | $3,423+73.2% | $5,568+6.5% | $3,952+50.0% |
| Admin fee / account holder | $13,548 | $7,213+87.8% | $16,237-16.6% | $6,260+116.4% |