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 | $329,982 | $171,164+92.8% | $127,761+158.3% | $152,861+115.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 20.53% | 23.54%-3.0pp | 26.14%-5.6pp | 345.32%-324.8pp |
| Employer contribution / active EE | $6,126 | $5,447+12.5% | $4,574+33.9% | $4,762+28.6% |
| Participant deferral / active EE | $16,262 | $7,038+131.0% | $6,021+170.1% | $5,850+178.0% |
| Admin fee / account holder | $25,000 | $14,530+72.1% | $9,395+166.1% | $11,596+115.6% |