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 | $256,529 | $217,402+18.0% | $185,823+38.1% | $167,490+53.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.54% | 148.36%-133.8pp | 122.05%-107.5pp | 478.56%-464.0pp |
| Employer contribution / active EE | $9,495 | $5,873+61.7% | $5,167+83.8% | $4,837+96.3% |
| Participant deferral / active EE | $11,755 | $6,356+84.9% | $5,568+111.1% | $6,341+85.4% |
| Admin fee / account holder | $2,397 | $19,811-87.9% | $16,237-85.2% | $12,309-80.5% |