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 | $257,510 | $209,411+23.0% | $178,490+44.3% | $158,922+62.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.29% | 188.75%-174.5pp | 151.07%-136.8pp | 302.83%-288.5pp |
| Employer contribution / active EE | $2,238 | $5,706-60.8% | $5,011-55.3% | $4,761-53.0% |
| Participant deferral / active EE | $5,836 | $5,954-2.0% | $5,202+12.2% | $5,982-2.4% |
| Admin fee / account holder | $2,016 | $17,074-88.2% | $13,984-85.6% | $11,246-82.1% |