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 | $305,283 | $159,602+91.3% | $150,045+103.5% | $142,382+114.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.01% | 70.24%-53.2pp | 62.55%-45.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $3,139 | $4,961-36.7% | $4,693-33.1% | $4,299-27.0% |
| Participant deferral / active EE | $14,222 | $8,310+71.1% | $7,997+77.8% | $6,507+118.6% |
| Admin fee / account holder | $6,388 | $14,846-57.0% | $13,435-52.4% | $12,624-49.4% |