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 | $375,367 | $217,402+72.7% | $185,823+102.0% | $167,490+124.1% |
| Participation rate | 90.0% | 86.0%+4.0pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | 11.56% | 148.36%-136.8pp | 122.05%-110.5pp | 478.56%-467.0pp |
| Employer contribution / active EE | $35,012 | $5,873+496.1% | $5,167+577.6% | $4,837+623.8% |
| Participant deferral / active EE | $18,299 | $6,356+187.9% | $5,568+228.7% | $6,341+188.6% |
| Admin fee / account holder | $2,454 | $19,811-87.6% | $16,237-84.9% | $12,309-80.1% |