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 | $425,934 | $183,592+132.0% | $155,567+173.8% | $145,959+191.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.15% | 61.24%-43.1pp | 64.74%-46.6pp | 561.95%-543.8pp |
| Employer contribution / active EE | $3,414 | $5,315-35.8% | $4,674-27.0% | $4,661-26.8% |
| Participant deferral / active EE | $7,213 | $6,464+11.6% | $5,628+28.2% | $6,689+7.8% |
| Admin fee / account holder | $3,133 | $19,318-83.8% | $15,916-80.3% | $13,398-76.6% |