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 | $338,424 | $209,411+61.6% | $178,490+89.6% | $158,922+112.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.24% | 188.75%-182.5pp | 151.07%-144.8pp | 302.83%-296.6pp |
| Employer contribution / active EE | $6,024 | $5,706+5.6% | $5,011+20.2% | $4,761+26.5% |
| Participant deferral / active EE | $4,731 | $5,954-20.6% | $5,202-9.1% | $5,982-20.9% |
| Admin fee / account holder | $2,631 | $17,074-84.6% | $13,984-81.2% | $11,246-76.6% |