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 | $312,284 | $162,781+91.8% | $133,956+133.1% | $158,922+96.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 10.61% | 41.94%-31.3pp | 45.09%-34.5pp | 302.83%-292.2pp |
| Employer contribution / active EE | $4,994 | $4,975+0.4% | $3,919+27.4% | $4,761+4.9% |
| Participant deferral / active EE | $24,929 | $5,911+321.7% | $5,048+393.9% | $5,982+316.7% |
| Admin fee / account holder | $29,742 | $11,736+153.4% | $8,927+233.2% | $11,246+164.5% |