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 | $344,655 | $175,202+96.7% | $149,673+130.3% | $139,434+147.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.27% | 166.71%-145.4pp | 134.42%-113.1pp | 372.94%-351.7pp |
| Employer contribution / active EE | $8,033 | $5,474+46.7% | $4,818+66.7% | $4,751+69.1% |
| Participant deferral / active EE | $8,073 | $6,519+23.8% | $5,680+42.1% | $6,710+20.3% |
| Admin fee / account holder | $7,569 | $16,150-53.1% | $13,210-42.7% | $11,403-33.6% |