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 | $341,103 | $183,519+85.9% | $155,509+119.3% | $145,922+133.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.09% | 61.17%-48.1pp | 64.67%-51.6pp | 561.29%-548.2pp |
| Employer contribution / active EE | $8,859 | $5,313+66.7% | $4,672+89.6% | $4,660+90.1% |
| Participant deferral / active EE | $4,980 | $6,462-22.9% | $5,626-11.5% | $6,688-25.5% |
| Admin fee / account holder | $3,153 | $19,313-83.7% | $15,912-80.2% | $13,397-76.5% |