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 | $393,507 | $210,698+86.8% | $178,014+121.1% | $145,959+169.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.91% | 386.27%-375.4pp | 294.80%-283.9pp | 561.95%-551.0pp |
| Employer contribution / active EE | $12,250 | $4,567+168.2% | $3,950+210.1% | $4,661+162.8% |
| Participant deferral / active EE | $6,100 | $6,958-12.3% | $6,276-2.8% | $6,689-8.8% |
| Admin fee / account holder | $4,181 | $12,016-65.2% | $10,362-59.7% | $13,398-68.8% |