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 | $432,136 | $214,378+101.6% | $200,582+115.4% | $142,382+203.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 23.02% | 46.41%-23.4pp | 42.33%-19.3pp | 217.08%-194.1pp |
| Employer contribution / active EE | $8,897 | $6,841+30.0% | $6,419+38.6% | $4,299+106.9% |
| Participant deferral / active EE | $21,299 | $9,865+115.9% | $9,331+128.3% | $6,507+227.3% |
| Admin fee / account holder | $2,802 | $17,692-84.2% | $16,305-82.8% | $12,624-77.8% |