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 | $260,835 | $217,402+20.0% | $185,823+40.4% | $167,490+55.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.07% | 148.36%-139.3pp | 122.05%-113.0pp | 478.56%-469.5pp |
| Employer contribution / active EE | $4,619 | $5,873-21.3% | $5,167-10.6% | $4,837-4.5% |
| Participant deferral / active EE | $8,678 | $6,356+36.5% | $5,568+55.9% | $6,341+36.8% |
| Admin fee / account holder | $16,692 | $19,811-15.7% | $16,237+2.8% | $12,309+35.6% |