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 | $342,527 | $159,602+114.6% | $150,045+128.3% | $142,382+140.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.45% | 70.24%-55.8pp | 62.55%-48.1pp | 217.08%-202.6pp |
| Employer contribution / active EE | $6,095 | $4,961+22.9% | $4,693+29.9% | $4,299+41.8% |
| Participant deferral / active EE | $20,479 | $8,310+146.4% | $7,997+156.1% | $6,507+214.7% |
| Admin fee / account holder | $28,744 | $14,846+93.6% | $13,435+114.0% | $12,624+127.7% |