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 | $276,399 | $209,411+32.0% | $178,490+54.9% | $158,922+73.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.12% | 188.75%-172.6pp | 151.07%-134.9pp | 302.83%-286.7pp |
| Employer contribution / active EE | $8,348 | $5,706+46.3% | $5,011+66.6% | $4,761+75.3% |
| Participant deferral / active EE | $5,201 | $5,954-12.7% | $5,2020% | $5,982-13.1% |
| Admin fee / account holder | $582 | $17,074-96.6% | $13,984-95.8% | $11,246-94.8% |