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 | $371,923 | $152,587+143.7% | $125,175+197.1% | $152,861+143.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 17.62% | 54.84%-37.2pp | 43.79%-26.2pp | 345.32%-327.7pp |
| Employer contribution / active EE | $5,015 | $4,946+1.4% | $3,865+29.7% | $4,762+5.3% |
| Participant deferral / active EE | $12,283 | $5,868+109.3% | $4,937+148.8% | $5,850+110.0% |
| Admin fee / account holder | $26,882 | $13,434+100.1% | $9,702+177.1% | $11,596+131.8% |