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 | $357,735 | $226,064+58.2% | $182,532+96.0% | $152,861+134.0% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.0%+2.0pp | 82.4%-2.4pp |
| Annual return | 41.91% | 192.51%-150.6pp | 148.54%-106.6pp | 345.32%-303.4pp |
| Employer contribution / active EE | $3,692 | $4,978-25.8% | $4,076-9.4% | $4,762-22.5% |
| Participant deferral / active EE | $7,490 | $6,368+17.6% | $5,524+35.6% | $5,850+28.0% |
| Admin fee / account holder | $5,456 | $10,703-49.0% | $8,592-36.5% | $11,596-53.0% |