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 | $396,350 | $177,572+123.2% | $154,803+156.0% | $142,382+178.4% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 16.42% | 65.07%-48.6pp | 58.88%-42.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,906 | $4,810-39.6% | $4,305-32.5% | $4,299-32.4% |
| Participant deferral / active EE | $9,455 | $6,272+50.8% | $5,540+70.6% | $6,507+45.3% |
| Admin fee / account holder | $8,889 | $16,786-47.0% | $14,329-38.0% | $12,624-29.6% |