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 | $278,642 | $203,436+37.0% | $152,466+82.8% | $167,490+66.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 21.18% | 13.80%+7.4pp | 757.33%-736.2pp | 478.56%-457.4pp |
| Employer contribution / active EE | $5,195 | $5,220-0.5% | $4,327+20.1% | $4,837+7.4% |
| Participant deferral / active EE | $5,195 | $6,716-22.7% | $5,820-10.8% | $6,341-18.1% |
| Admin fee / account holder | $3,397 | $22,506-84.9% | $15,805-78.5% | $12,309-72.4% |