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 | $400,210 | $183,592+118.0% | $155,567+157.3% | $145,959+174.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.50% | 61.24%-37.7pp | 64.74%-41.2pp | 561.95%-538.4pp |
| Employer contribution / active EE | $3,097 | $5,315-41.7% | $4,674-33.7% | $4,661-33.6% |
| Participant deferral / active EE | $8,516 | $6,464+31.7% | $5,628+51.3% | $6,689+27.3% |
| Admin fee / account holder | $2,185 | $19,318-88.7% | $15,916-86.3% | $13,398-83.7% |