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 | $338,804 | $180,449+87.8% | $154,107+119.8% | $135,375+150.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 7.40% | 888.09%-880.7pp | 735.12%-727.7pp | 519.73%-512.3pp |
| Employer contribution / active EE | $2,886 | $6,035-52.2% | $5,298-45.5% | $4,779-39.6% |
| Participant deferral / active EE | $8,076 | $5,806+39.1% | $5,081+59.0% | $5,609+44.0% |
| Admin fee / account holder | $11,086 | $16,143-31.3% | $13,411-17.3% | $10,827+2.4% |