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 | $302,934 | $217,402+39.3% | $185,823+63.0% | $167,490+80.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.66% | 148.36%-133.7pp | 122.05%-107.4pp | 478.56%-463.9pp |
| Employer contribution / active EE | $7,198 | $5,873+22.6% | $5,167+39.3% | $4,837+48.8% |
| Participant deferral / active EE | $4,373 | $6,356-31.2% | $5,568-21.5% | $6,341-31.0% |
| Admin fee / account holder | $48,637 | $19,811+145.5% | $16,237+199.5% | $12,309+295.1% |