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 | $386,946 | $209,411+84.8% | $178,490+116.8% | $158,922+143.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.41% | 188.75%-176.3pp | 151.07%-138.7pp | 302.83%-290.4pp |
| Employer contribution / active EE | $2,313 | $5,706-59.5% | $5,011-53.8% | $4,761-51.4% |
| Participant deferral / active EE | $7,990 | $5,954+34.2% | $5,202+53.6% | $5,982+33.6% |
| Admin fee / account holder | $10,648 | $17,074-37.6% | $13,984-23.9% | $11,246-5.3% |