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 | $298,852 | $209,411+42.7% | $178,490+67.4% | $158,922+88.0% |
| Participation rate | 90.0% | 86.3%+3.7pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 11.78% | 188.75%-177.0pp | 151.07%-139.3pp | 302.83%-291.0pp |
| Employer contribution / active EE | $2,768 | $5,706-51.5% | $5,011-44.7% | $4,761-41.9% |
| Participant deferral / active EE | $7,225 | $5,954+21.3% | $5,202+38.9% | $5,982+20.8% |
| Admin fee / account holder | $5,892 | $17,074-65.5% | $13,984-57.9% | $11,246-47.6% |