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 | $442,562 | $159,901+176.8% | $146,958+201.1% | $145,922+203.3% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 12.56% | 98.13%-85.6pp | 418.34%-405.8pp | 561.29%-548.7pp |
| Employer contribution / active EE | $3,533 | $5,286-33.2% | $4,933-28.4% | $4,660-24.2% |
| Participant deferral / active EE | $5,543 | $8,428-34.2% | $8,070-31.3% | $6,688-17.1% |
| Admin fee / account holder | $41,629 | $15,044+176.7% | $12,998+220.3% | $13,397+210.7% |