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 | $310,832 | $210,648+47.6% | $177,989+74.6% | $145,922+113.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.52% | 385.86%-367.3pp | 294.48%-276.0pp | 561.29%-542.8pp |
| Employer contribution / active EE | $5,261 | $4,565+15.3% | $3,949+33.2% | $4,660+12.9% |
| Participant deferral / active EE | $11,883 | $6,958+70.8% | $6,276+89.3% | $6,688+77.7% |
| Admin fee / account holder | $1,395 | $12,013-88.4% | $10,363-86.5% | $13,397-89.6% |