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 | $321,834 | $217,402+48.0% | $185,823+73.2% | $167,490+92.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.90% | 148.36%-134.5pp | 122.05%-108.1pp | 478.56%-464.7pp |
| Employer contribution / active EE | $6,390 | $5,873+8.8% | $5,167+23.7% | $4,837+32.1% |
| Participant deferral / active EE | $6,164 | $6,356-3.0% | $5,568+10.7% | $6,341-2.8% |
| Admin fee / account holder | $18,258 | $19,811-7.8% | $16,237+12.4% | $12,309+48.3% |