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 | $381,810 | $217,402+75.6% | $185,823+105.5% | $167,490+128.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.38% | 148.36%-132.0pp | 122.05%-105.7pp | 478.56%-462.2pp |
| Employer contribution / active EE | $3,162 | $5,873-46.2% | $5,167-38.8% | $4,837-34.6% |
| Participant deferral / active EE | $7,289 | $6,356+14.7% | $5,568+30.9% | $6,341+14.9% |
| Admin fee / account holder | $130,370 | $19,811+558.1% | $16,237+702.9% | $12,309+959.1% |