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 | $350,015 | $159,602+119.3% | $150,045+133.3% | $142,382+145.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.30% | 70.24%-54.9pp | 62.55%-47.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $3,840 | $4,961-22.6% | $4,693-18.2% | $4,299-10.7% |
| Participant deferral / active EE | $13,908 | $8,310+67.4% | $7,997+73.9% | $6,507+113.7% |
| Admin fee / account holder | $700 | $14,846-95.3% | $13,435-94.8% | $12,624-94.5% |