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 3-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 | $290,037 | $159,602+81.7% | $150,045+93.3% | $142,382+103.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.19% | 70.24%-57.0pp | 62.55%-49.4pp | 217.08%-203.9pp |
| Employer contribution / active EE | $6,198 | $4,961+24.9% | $4,693+32.1% | $4,299+44.2% |
| Participant deferral / active EE | $30,720 | $8,310+269.7% | $7,997+284.1% | $6,507+372.1% |
| Admin fee / account holder | $1,146 | $14,846-92.3% | $13,435-91.5% | $12,624-90.9% |