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 | $317,316 | $180,749+75.6% | $160,784+97.4% | $137,256+131.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 16.06% | 2234.46%-2218.4pp | 1803.92%-1787.9pp | 220.34%-204.3pp |
| Employer contribution / active EE | $1,628 | $4,155-60.8% | $3,733-56.4% | $4,156-60.8% |
| Participant deferral / active EE | $10,758 | $6,844+57.2% | $6,293+71.0% | $6,407+67.9% |
| Admin fee / account holder | $6,503 | $10,397-37.4% | $9,717-33.1% | $12,270-47.0% |