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 | $316,903 | $157,256+101.5% | $141,162+124.5% | $152,861+107.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 69.25% | 64.32%+4.9pp | 71.39%-2.1pp | 345.32%-276.1pp |
| Employer contribution / active EE | $24,057 | $5,261+357.3% | $4,735+408.1% | $4,762+405.2% |
| Participant deferral / active EE | $8,333 | $7,109+17.2% | $6,709+24.2% | $5,850+42.4% |
| Admin fee / account holder | $16,727 | $12,120+38.0% | $10,261+63.0% | $11,596+44.2% |