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 | $308,251 | $210,648+46.3% | $177,989+73.2% | $145,922+111.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.44% | 385.86%-373.4pp | 294.48%-282.0pp | 561.29%-548.8pp |
| Employer contribution / active EE | $3,935 | $4,565-13.8% | $3,949-0.4% | $4,660-15.6% |
| Participant deferral / active EE | $21,150 | $6,958+204.0% | $6,276+237.0% | $6,688+216.3% |
| Admin fee / account holder | $1,630 | $12,013-86.4% | $10,363-84.3% | $13,397-87.8% |