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 | $413,394 | $175,202+136.0% | $149,673+176.2% | $139,434+196.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.22% | 166.71%-144.5pp | 134.42%-112.2pp | 372.94%-350.7pp |
| Employer contribution / active EE | $1,837 | $5,474-66.4% | $4,818-61.9% | $4,751-61.3% |
| Participant deferral / active EE | $4,876 | $6,519-25.2% | $5,680-14.2% | $6,710-27.3% |
| Admin fee / account holder | $2,930 | $16,150-81.9% | $13,210-77.8% | $11,403-74.3% |