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 | $257,780 | $179,726+43.4% | $156,263+65.0% | $142,382+81.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 18.09% | 77.86%-59.8pp | 59.47%-41.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $3,431 | $5,069-32.3% | $4,333-20.8% | $4,299-20.2% |
| Participant deferral / active EE | $17,719 | $6,956+154.7% | $6,158+187.7% | $6,507+172.3% |
| Admin fee / account holder | $577 | $17,272-96.7% | $14,255-96.0% | $12,624-95.4% |