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 | $310,621 | $148,534+109.1% | $135,903+128.6% | $139,434+122.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.92% | 79.19%-66.3pp | 68.23%-55.3pp | 372.94%-360.0pp |
| Employer contribution / active EE | $7,750 | $5,243+47.8% | $4,856+59.6% | $4,751+63.1% |
| Participant deferral / active EE | $6,558 | $8,100-19.0% | $7,758-15.5% | $6,710-2.3% |
| Admin fee / account holder | $2,177 | $12,400-82.4% | $10,762-79.8% | $11,403-80.9% |