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 | $261,557 | $180,449+44.9% | $154,107+69.7% | $135,375+93.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 1.64% | 888.09%-886.5pp | 735.12%-733.5pp | 519.73%-518.1pp |
| Employer contribution / active EE | $8,107 | $6,035+34.3% | $5,298+53.0% | $4,779+69.6% |
| Participant deferral / active EE | $5,391 | $5,806-7.2% | $5,081+6.1% | $5,609-3.9% |
| Admin fee / account holder | $6,788 | $16,143-57.9% | $13,411-49.4% | $10,827-37.3% |