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 | $283,319 | $217,402+30.3% | $185,823+52.5% | $167,490+69.2% |
| Participation rate | 70.0% | 86.0%-16.0pp | 81.7%-11.7pp | 82.1%-12.1pp |
| Annual return | 14.33% | 148.36%-134.0pp | 122.05%-107.7pp | 478.56%-464.2pp |
| Employer contribution / active EE | $2,686 | $5,873-54.3% | $5,167-48.0% | $4,837-44.5% |
| Participant deferral / active EE | $5,607 | $6,356-11.8% | $5,568+0.7% | $6,341-11.6% |
| Admin fee / account holder | $1,912 | $19,811-90.3% | $16,237-88.2% | $12,309-84.5% |