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 | $284,802 | $209,411+36.0% | $178,490+59.6% | $158,922+79.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.85% | 188.75%-175.9pp | 151.07%-138.2pp | 302.83%-290.0pp |
| Employer contribution / active EE | $12,073 | $5,706+111.6% | $5,011+140.9% | $4,761+153.6% |
| Participant deferral / active EE | $7,177 | $5,954+20.5% | $5,202+38.0% | $5,982+20.0% |
| Admin fee / account holder | $367 | $17,074-97.8% | $13,984-97.4% | $11,246-96.7% |