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 | $326,478 | $159,602+104.6% | $150,045+117.6% | $142,382+129.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.15% | 70.24%-52.1pp | 62.55%-44.4pp | 217.08%-198.9pp |
| Employer contribution / active EE | $2,994 | $4,961-39.6% | $4,693-36.2% | $4,299-30.4% |
| Participant deferral / active EE | $12,782 | $8,310+53.8% | $7,997+59.8% | $6,507+96.4% |
| Admin fee / account holder | $26,535 | $14,846+78.7% | $13,435+97.5% | $12,624+110.2% |