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 | $279,699 | $165,335+69.2% | $149,696+86.8% | $158,922+76.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.15% | 348.15%-331.0pp | 276.60%-259.4pp | 302.83%-285.7pp |
| Employer contribution / active EE | $2,160 | $5,103-57.7% | $4,644-53.5% | $4,761-54.6% |
| Participant deferral / active EE | $5,294 | $7,181-26.3% | $6,842-22.6% | $5,982-11.5% |
| Admin fee / account holder | $1,015 | $10,807-90.6% | $9,309-89.1% | $11,246-91.0% |