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 | $335,452 | $154,228+117.5% | $145,433+130.7% | $137,256+144.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.84% | 74.59%-60.8pp | 66.58%-52.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $20,219 | $4,804+320.9% | $4,554+343.9% | $4,156+386.5% |
| Participant deferral / active EE | $12,254 | $8,216+49.1% | $7,897+55.2% | $6,407+91.3% |
| Admin fee / account holder | $2,828 | $14,344-80.3% | $13,129-78.5% | $12,270-77.0% |