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 | $405,481 | $149,040+172.1% | $120,225+237.3% | $137,256+195.4% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 13.19% | 605.68%-592.5pp | 439.23%-426.0pp | 220.34%-207.2pp |
| Employer contribution / active EE | $2,059 | $4,350-52.7% | $3,475-40.8% | $4,156-50.5% |
| Participant deferral / active EE | $10,058 | $4,655+116.1% | $3,999+151.5% | $6,407+57.0% |
| Admin fee / account holder | $33,064 | $6,348+420.9% | $5,696+480.5% | $12,270+169.5% |