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 | $428,390 | $159,602+168.4% | $150,045+185.5% | $142,382+200.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.99% | 70.24%-57.2pp | 62.55%-49.6pp | 217.08%-204.1pp |
| Employer contribution / active EE | $6,424 | $4,961+29.5% | $4,693+36.9% | $4,299+49.4% |
| Participant deferral / active EE | $26,788 | $8,310+222.4% | $7,997+235.0% | $6,507+311.7% |
| Admin fee / account holder | $24,498 | $14,846+65.0% | $13,435+82.3% | $12,624+94.1% |