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 | $268,311 | $183,963+45.9% | $162,163+65.5% | $152,861+75.5% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.6%+5.8pp | 82.4%+10.9pp |
| Annual return | 26.12% | 150.76%-124.6pp | 115.59%-89.5pp | 345.32%-319.2pp |
| Employer contribution / active EE | $5,311 | $6,371-16.6% | $5,614-5.4% | $4,762+11.5% |
| Participant deferral / active EE | $13,754 | $8,034+71.2% | $7,298+88.5% | $5,850+135.1% |
| Admin fee / account holder | $4,273 | $13,121-67.4% | $10,843-60.6% | $11,596-63.2% |