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 | $548,522 | $152,587+259.5% | $125,175+338.2% | $152,861+258.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 22.34% | 54.84%-32.5pp | 43.79%-21.4pp | 345.32%-323.0pp |
| Employer contribution / active EE | $2,676 | $4,946-45.9% | $3,865-30.8% | $4,762-43.8% |
| Participant deferral / active EE | $9,643 | $5,868+64.3% | $4,937+95.3% | $5,850+64.8% |
| Admin fee / account holder | $4,628 | $13,434-65.6% | $9,702-52.3% | $11,596-60.1% |