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 | $378,158 | $209,411+80.6% | $178,490+111.9% | $158,922+138.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.03% | 188.75%-171.7pp | 151.07%-134.0pp | 302.83%-285.8pp |
| Employer contribution / active EE | $4,511 | $5,706-20.9% | $5,011-10.0% | $4,761-5.2% |
| Participant deferral / active EE | $4,753 | $5,954-20.2% | $5,202-8.6% | $5,982-20.5% |
| Admin fee / account holder | $19,913 | $17,074+16.6% | $13,984+42.4% | $11,246+77.1% |