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 | $373,189 | $175,202+113.0% | $149,673+149.3% | $139,434+167.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.16% | 166.71%-149.5pp | 134.42%-117.3pp | 372.94%-355.8pp |
| Employer contribution / active EE | $2,435 | $5,474-55.5% | $4,818-49.5% | $4,751-48.7% |
| Participant deferral / active EE | $7,210 | $6,519+10.6% | $5,680+26.9% | $6,710+7.4% |
| Admin fee / account holder | $4,618 | $16,150-71.4% | $13,210-65.0% | $11,403-59.5% |