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 | $356,914 | $209,411+70.4% | $178,490+100.0% | $158,922+124.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 36.22% | 188.75%-152.5pp | 151.07%-114.9pp | 302.83%-266.6pp |
| Employer contribution / active EE | $3,699 | $5,706-35.2% | $5,011-26.2% | $4,761-22.3% |
| Participant deferral / active EE | $2,416 | $5,954-59.4% | $5,202-53.6% | $5,982-59.6% |
| Admin fee / account holder | $5,784 | $17,074-66.1% | $13,984-58.6% | $11,246-48.6% |