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 | $311,672 | $209,411+48.8% | $178,490+74.6% | $158,922+96.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.11% | 188.75%-178.6pp | 151.07%-141.0pp | 302.83%-292.7pp |
| Employer contribution / active EE | $1,834 | $5,706-67.9% | $5,011-63.4% | $4,761-61.5% |
| Participant deferral / active EE | $11,199 | $5,954+88.1% | $5,202+115.3% | $5,982+87.2% |
| Admin fee / account holder | $10,273 | $17,074-39.8% | $13,984-26.5% | $11,246-8.7% |