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 | $309,966 | $197,591+56.9% | $177,821+74.3% | $158,922+95.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.06% | 58.76%-44.7pp | 48.32%-34.3pp | 302.83%-288.8pp |
| Employer contribution / active EE | $3,470 | $6,697-48.2% | $5,918-41.4% | $4,761-27.1% |
| Participant deferral / active EE | $18,470 | $8,405+119.8% | $7,714+139.4% | $5,982+208.8% |
| Admin fee / account holder | $921 | $15,399-94.0% | $12,427-92.6% | $11,246-91.8% |