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 | $306,986 | $226,064+35.8% | $182,532+68.2% | $152,861+100.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 17.23% | 192.51%-175.3pp | 148.54%-131.3pp | 345.32%-328.1pp |
| Employer contribution / active EE | $5,000 | $4,978+0.4% | $4,076+22.7% | $4,762+5.0% |
| Participant deferral / active EE | $8,400 | $6,368+31.9% | $5,524+52.1% | $5,850+43.6% |
| Admin fee / account holder | $3,160 | $10,703-70.5% | $8,592-63.2% | $11,596-72.8% |