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 | $253,729 | $183,592+38.2% | $155,567+63.1% | $145,959+73.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 34.78% | 61.24%-26.5pp | 64.74%-30.0pp | 561.95%-527.2pp |
| Employer contribution / active EE | $7,739 | $5,315+45.6% | $4,674+65.6% | $4,661+66.0% |
| Participant deferral / active EE | $8,182 | $6,464+26.6% | $5,628+45.4% | $6,689+22.3% |
| Admin fee / account holder | $3,003 | $19,318-84.5% | $15,916-81.1% | $13,398-77.6% |