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 | $292,356 | $217,402+34.5% | $185,823+57.3% | $167,490+74.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 28.86% | 148.36%-119.5pp | 122.05%-93.2pp | 478.56%-449.7pp |
| Employer contribution / active EE | $1,418 | $5,873-75.9% | $5,167-72.6% | $4,837-70.7% |
| Participant deferral / active EE | $11,060 | $6,356+74.0% | $5,568+98.6% | $6,341+74.4% |
| Admin fee / account holder | $2,515 | $19,811-87.3% | $16,237-84.5% | $12,309-79.6% |