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 | $339,412 | $148,534+128.5% | $135,903+149.7% | $139,434+143.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.53% | 79.19%-66.7pp | 68.23%-55.7pp | 372.94%-360.4pp |
| Employer contribution / active EE | $3,987 | $5,243-24.0% | $4,856-17.9% | $4,751-16.1% |
| Participant deferral / active EE | $16,338 | $8,100+101.7% | $7,758+110.6% | $6,710+143.5% |
| Admin fee / account holder | $7,316 | $12,400-41.0% | $10,762-32.0% | $11,403-35.8% |