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 | $350,767 | $99,020+254.2% | $86,590+305.1% | $147,584+137.7% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 22.05% | 1312.34%-1290.3pp | 964.84%-942.8pp | 578.55%-556.5pp |
| Employer contribution / active EE | $15,334 | $3,132+389.6% | $2,839+440.1% | $4,876+214.5% |
| Participant deferral / active EE | $7,082 | $3,972+78.3% | $3,609+96.3% | $5,439+30.2% |
| Admin fee / account holder | $4,810 | $5,710-15.8% | $4,906-2.0% | $10,885-55.8% |