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 | $371,847 | $158,398+134.8% | $126,539+193.9% | $142,382+161.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 17.32% | 593.76%-576.4pp | 425.95%-408.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $539 | $4,650-88.4% | $3,674-85.3% | $4,299-87.5% |
| Participant deferral / active EE | $4,291 | $4,767-10.0% | $4,083+5.1% | $6,507-34.1% |
| Admin fee / account holder | $8,303 | $6,918+20.0% | $6,065+36.9% | $12,624-34.2% |