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 | $331,611 | $227,553+45.7% | $189,557+74.9% | $167,490+98.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 12.74% | 78.40%-65.7pp | 64.17%-51.4pp | 478.56%-465.8pp |
| Employer contribution / active EE | $6,274 | $5,316+18.0% | $4,412+42.2% | $4,837+29.7% |
| Participant deferral / active EE | $12,079 | $7,002+72.5% | $6,174+95.7% | $6,341+90.5% |
| Admin fee / account holder | $4,026 | $11,878-66.1% | $9,807-58.9% | $12,309-67.3% |