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 | $367,287 | $150,440+144.1% | $136,294+169.5% | $147,584+148.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.38% | 1049.08%-1032.7pp | 5155.94%-5139.6pp | 578.55%-562.2pp |
| Employer contribution / active EE | $1,294 | $5,256-75.4% | $4,695-72.4% | $4,876-73.5% |
| Participant deferral / active EE | $3,550 | $6,630-46.5% | $6,247-43.2% | $5,439-34.7% |
| Admin fee / account holder | $9,790 | $10,905-10.2% | $9,243+5.9% | $10,885-10.1% |