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 | $267,218 | $112,096+138.4% | $95,952+178.5% | $158,922+68.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.40% | 171.09%-156.7pp | 91.61%-77.2pp | 302.83%-288.4pp |
| Employer contribution / active EE | $3,212 | $3,198+0.4% | $2,541+26.4% | $4,761-32.5% |
| Participant deferral / active EE | $13,482 | $4,784+181.8% | $4,167+223.6% | $5,982+125.4% |
| Admin fee / account holder | $11,608 | $10,130+14.6% | $6,795+70.8% | $11,246+3.2% |