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 | $369,346 | $185,822+98.8% | $169,993+117.3% | $139,434+164.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 11.52% | 60.50%-49.0pp | 53.37%-41.9pp | 372.94%-361.4pp |
| Employer contribution / active EE | $3,387 | $7,590-55.4% | $6,785-50.1% | $4,751-28.7% |
| Participant deferral / active EE | $3,713 | $11,622-68.1% | $10,408-64.3% | $6,710-44.7% |
| Admin fee / account holder | $8,692 | $15,381-43.5% | $12,815-32.2% | $11,403-23.8% |