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 | $331,066 | $154,228+114.7% | $145,433+127.6% | $137,256+141.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.63% | 74.59%-61.0pp | 66.58%-52.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $6,291 | $4,804+30.9% | $4,554+38.1% | $4,156+51.4% |
| Participant deferral / active EE | $26,906 | $8,216+227.5% | $7,897+240.7% | $6,407+320.0% |
| Admin fee / account holder | $809 | $14,344-94.4% | $13,129-93.8% | $12,270-93.4% |