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 | $408,832 | $176,812+131.2% | $146,665+178.8% | $167,490+144.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 9.12% | 24.03%-14.9pp | 22.74%-13.6pp | 478.56%-469.4pp |
| Employer contribution / active EE | $3,496 | $5,160-32.2% | $4,136-15.5% | $4,837-27.7% |
| Participant deferral / active EE | $8,284 | $6,440+28.6% | $5,506+50.5% | $6,341+30.6% |
| Admin fee / account holder | $14,009 | $13,259+5.7% | $10,280+36.3% | $12,309+13.8% |