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 | $285,885 | $217,402+31.5% | $185,823+53.8% | $167,490+70.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.11% | 148.36%-134.3pp | 122.05%-107.9pp | 478.56%-464.5pp |
| Employer contribution / active EE | $1,363 | $5,873-76.8% | $5,167-73.6% | $4,837-71.8% |
| Participant deferral / active EE | $6,334 | $6,356-0.3% | $5,568+13.8% | $6,341-0.1% |
| Admin fee / account holder | $5,812 | $19,811-70.7% | $16,237-64.2% | $12,309-52.8% |