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 | $431,320 | $209,411+106.0% | $178,490+141.6% | $158,922+171.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.65% | 188.75%-175.1pp | 151.07%-137.4pp | 302.83%-289.2pp |
| Employer contribution / active EE | $4,300 | $5,706-24.6% | $5,011-14.2% | $4,761-9.7% |
| Participant deferral / active EE | $9,022 | $5,954+51.5% | $5,202+73.5% | $5,982+50.8% |
| Admin fee / account holder | $59,399 | $17,074+247.9% | $13,984+324.8% | $11,246+428.2% |