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 | $383,263 | $197,591+94.0% | $177,821+115.5% | $158,922+141.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.82% | 58.76%-41.9pp | 48.32%-31.5pp | 302.83%-286.0pp |
| Employer contribution / active EE | $5,550 | $6,697-17.1% | $5,918-6.2% | $4,761+16.6% |
| Participant deferral / active EE | $5,142 | $8,405-38.8% | $7,714-33.3% | $5,982-14.0% |
| Admin fee / account holder | $2,475 | $15,399-83.9% | $12,427-80.1% | $11,246-78.0% |