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 | $341,854 | $172,111+98.6% | $150,298+127.5% | $137,256+149.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.11% | 69.37%-51.3pp | 62.79%-44.7pp | 220.34%-202.2pp |
| Employer contribution / active EE | $11,234 | $4,636+142.3% | $4,154+170.4% | $4,156+170.3% |
| Participant deferral / active EE | $8,145 | $6,166+32.1% | $5,453+49.4% | $6,407+27.1% |
| Admin fee / account holder | $4,200 | $16,471-74.5% | $14,116-70.2% | $12,270-65.8% |