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 | $349,482 | $126,574+176.1% | $106,213+229.0% | $145,922+139.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 21.64% | 224.79%-203.2pp | 116.14%-94.5pp | 561.29%-539.6pp |
| Employer contribution / active EE | $3,291 | $3,730-11.8% | $3,171+3.8% | $4,660-29.4% |
| Participant deferral / active EE | $8,072 | $5,724+41.0% | $5,016+60.9% | $6,688+20.7% |
| Admin fee / account holder | $2,024 | $17,304-88.3% | $11,033-81.7% | $13,397-84.9% |