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 | $270,797 | $158,398+71.0% | $126,539+114.0% | $142,382+90.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 14.11% | 593.76%-579.6pp | 425.95%-411.8pp | 217.08%-203.0pp |
| Employer contribution / active EE | $4,745 | $4,650+2.0% | $3,674+29.1% | $4,299+10.4% |
| Participant deferral / active EE | $8,446 | $4,767+77.2% | $4,083+106.9% | $6,507+29.8% |
| Admin fee / account holder | $1,352 | $6,918-80.5% | $6,065-77.7% | $12,624-89.3% |