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 | $329,309 | $165,335+99.2% | $149,696+120.0% | $158,922+107.2% |
| Participation rate | 86.7% | 84.6%+2.1pp | 82.5%+4.2pp | 82.0%+4.7pp |
| Annual return | 23.70% | 348.15%-324.4pp | 276.60%-252.9pp | 302.83%-279.1pp |
| Employer contribution / active EE | $7,378 | $5,103+44.6% | $4,644+58.9% | $4,761+55.0% |
| Participant deferral / active EE | $11,206 | $7,181+56.0% | $6,842+63.8% | $5,982+87.3% |
| Admin fee / account holder | $10,657 | $10,807-1.4% | $9,309+14.5% | $11,246-5.2% |