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 | $364,705 | $198,466+83.8% | $170,442+114.0% | $147,584+147.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 23.46% | 257.29%-233.8pp | 205.93%-182.5pp | 578.55%-555.1pp |
| Employer contribution / active EE | $3,178 | $6,184-48.6% | $5,433-41.5% | $4,876-34.8% |
| Participant deferral / active EE | $3,891 | $5,629-30.9% | $4,939-21.2% | $5,439-28.5% |
| Admin fee / account holder | $4,874 | $16,852-71.1% | $13,880-64.9% | $10,885-55.2% |